2019 Plan Comparison

Infographic

Our handy guide can help you narrow the focus and zero in on a retirement plan that could work for you in 2019.

Stocks Warm Up in January

WFG Blog

Positive developments in the economy and markets in January.

The Plan Sponsor University

March 13

Increase your knowledge base in areas such as retirement plan design, operation, comprehension of fiduciary obligations, and improving outcomes.

2019 Compliance Calendar

for retirement plans

To help you stay ahead of the curve with important deadlines and filings.

LIFT Retirement

Our Newsletter for Plan Sponsors

We strive to keep you informed and updated with industry news and changes in the 401(k) world.

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on Social Media

We do our best to keep you informed and entertained!

Retirement Plans

Our differentiator is our passion for your employees

We 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 Plans

Wealth Management

A future of fulfillment

Securing 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 Management

WFG Blog

Our latest insights

  • Feb 8 2019

    Most of the country might still be in the throes of the winter, but after extreme cold throughout many parts of the United States, thankfully the weather has warmed up. Stocks followed a similar path, warming up in January after a chilling December. Since the lows in December, the market is up more than 16%  Read more ➝

  • Feb 7 2019

    Participant-driven lawsuits are on the rise, and employers are facing heightened scrutiny of the way they manage their retirement plans. In today’s continually-evolving regulatory and legal environment, it’s more important than ever to make sure your organization’s retirement plan is both effective and compliant. A well-structured retirement plan governance program can help you pursue these  Read more ➝

  • Jan 29 2019

    If the Department of Labor were to ever knock on your door, we want you to be prepared! Applying the essential requirements and best practice ideas on how to safely store fiduciary documents could help to lessen the possibility of litigation. Watch this 90 second video to learn more about: the primary documents that should  Read more ➝