90-10-90 Rule

Plan Sponsor Guide

If you, your plan or your employees suffer from poor participation, low deferral rates or short sighted investment decisions, you would not be alone. These are three major obstacles that sponsors need to overcome to produce better participant outcomes. The 90-10-90 rule is a great benchmark for plan sponsors to aim for!

What is Financial Wellness?

WFG Blog

Joe DeNoyior discusses Financial Wellness and why it matters.

The Plan Sponsor University

May 16

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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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

  • Apr 17 2019

    By Joe DeNoyior One of the greatest shifts happening in the workplace right now is the rise of the next generation of workers. That is paired with the advancing pace of change brought about by technology. This change in the working environment means more employees are expecting their employer to provide additional benefits, insight, and  Read more ➝

  • Apr 9 2019

    By Joe DeNoyior How to hire a 401k advisor is an exceedingly common question with an incredibly simple answer. We find that hiring a 401k advisor boils down to one thing, and that’s alignment with your organization and your objectives. To help determine that alignment, we find it’s helpful to ask two questions: What is  Read more ➝

  • Apr 5 2019

    April brings showers, baseball, and historically, the best month of the year for the S&P 500 Index (for the last 20 years). On top of that, the S&P 500 had its best first quarter since 1998, and in March we celebrated the 10-year anniversary of the current bull market. Although the U.S. economy hit a  Read more ➝