SHOULD WE HAVE A RETIREMENT PLAN COMMITTEE?

The Latest from the WFG Blog

A retirement plan committee might be a resourceful cornerstone for the oversight of your company’s retirement plan.

The Plan Sponsor University

July 11 @ The University of Maryland

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

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.

Inside WFG

New Space in 2019

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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.

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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.

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Our latest insights

  • Jun 8 2018

    The summer months are almost underway, which means that both vacations and midyear check-ins are ahead. As we approach the midpoint of 2018, many of us will take this opportunity to reflect on what we’ve seen so far and what may be ahead for the rest of the year. But we’re not quite there yet!  Read more ➝

  • Jun 5 2018

    If you are an employer or employee who has decision-making authority over your company’s retirement plan, there is a strong chance that you are a 401(k) plan fiduciary.  You have a legal obligation to operate the plan solely in the interests of the plan participants (people with retirement account balances) and their beneficiaries (people who  Read more ➝

  • May 22 2018

    By Jay Sanford, Director, Investment Strategy The last time we met, we discussed the inevitability of the stock market going down and what we look at when it comes to taking the temperature of the market. (Remember, that is our little secret!) The second question to that blog post was, “What should I do about  Read more ➝