Items Your Annual Retirement Plan Review May Be Missing
The Latest from the WFG BlogFive major areas to review with your retirement plan committee for your Annual 401(k) Review
Webinar: How to Develop an Effective Retirement Plan Committee
May 30 @ 12:00pmA well-organized and effective retirement plan committee is the cornerstone of successful fiduciary decision-making and organizational risk management.
LIFT Retirement
Our Newsletter for Plan SponsorsWe strive to keep you informed and updated with industry news and changes in the 401(k) world.
Retirement Plans
Our differentiator is our passion for your employeesWe believe that as an employer, you have the power to create successful retirement outcomes. And we are not afraid of the hard work and dedication it takes to boldly ask the question: “Can we do more?” Which is why, we aim to provide employers and employees with the best experiences and options that seek to achieve retirement readiness.
Retirement PlansWealth Management
A future of fulfillmentSecuring your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan.
Wealth ManagementNEWS
03.19.2018
WFG Launches New Company Website to Enhance Client Engagement
02.06.2018
WFG Named One of PLANADVISER’S 2018 Top 100 Retirement Plan Advisers
09.22.2017
WFG Named 2017 NAPA Top DC Advisor Firm
03.31.2017
WFG Named 2017 PLANSPONSOR Retirement Plan Adviser Small Team of the Year
EVENTS/WEBINARS
05.09.2018
Webinar: Preparing for Retirement
05.17.2018
05.30.2018
Webinar: How to Develop an Effective Retirement Plan Committee
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WFG Blog
Our latest insights
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Apr 12 2018
As a plan sponsor, you are no stranger to the annual retirement plan review. Although you may meet quarterly or semi-annually with your advisor, a yearly plan assessment is an opportunity to evaluate the health of your plan. Many times, the focus of an annual review has to do with investments and fund line-ups; and Read more ➝
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Apr 2 2018
Your annual retirement plan review has many different layers to it and presents the opportunity to evaluate the overall health of your plan. Download our free checklist to review key questions for fiduciary compliance, plan design, retirement readiness, fiduciary oversight, service provider due diligence, and investment due diligence. To access our Infographics page where Read more ➝
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Mar 26 2018
Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your employees today and deciding if it’s appropriate or needs some updating. There are four main areas to focus on when assessing your retirement plan: Plan Design Service Providers Funds Fees Read more ➝