Our Eye is on the Horizon, Part 2
The Latest from the WFG BlogMore words of wisdom from our Director of Investment Strategy, Jay Sanford.
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
05.17.2018
05.30.2018
Webinar: How to Develop an Effective Retirement Plan Committee
06.14.2018
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WFG Blog
Our latest insights
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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 ➝
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May 8 2018
What shelter does your 401(k) plan have against annual non-discrimination testing? If you are a fiduciary to a traditional 401(k) plan, there’s a chance you might be inclined to annual non-discrimination testing. A Safe Harbor Plan can eliminate the need for annual non-discrimination testing. Not sure if your plan qualifies? Check out this short video Read more ➝
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Apr 25 2018
By Jay Sanford, Director, Investment Strategy I’m going to start with the bad news and it’s a secret, so please keep this close to the vest… the stock market will eventually go down! I know, I know, it’s hard to believe. We have had 9 years of growth (albeit slow at times) and the fundamentals Read more ➝