Is It Time to Consider a New Plan Design?

WFG Blog

You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business.

Your Past, Present and Future to Financial Wellness

Employee Guide

Our new Employee Guide covers the three stages of financial wellness: Paying down debt, Paying yourself, Paying for your future

5 Plan Design Features for Retirement Readiness

Video

Successful financial wellness programs help employees feel in control and on track in their financial lives – and that includes planning for retirement. We’ve outlined five quick ways to help your employees work toward financial wellness when savings for their retirement future!

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.

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

  • May 15 2019

    You may have heard about a “cash balance plan” and wondered whether it would be something advantageous for your business.  A cash balance plan operates differently from other types of traditional retirement plans in that it combines features of both defined benefit and defined contribution plans. Technically, a cash balance plan is classified as a  Read more ➝

  • May 9 2019

    Did you know that 53% of full-time employed American adults felt stressed dealing with their personal financial situations over the past few years?[1] Financial wellness programs can be beneficial to financially-stressed employees, but there are many stages to financial wellness! Our new Employee Guide covers the three stages of financial wellness: Paying down debt Paying  Read more ➝

  • May 3 2019

    If it seems like the financial markets have been off to an unusually strong start to the year—you are correct. The S&P 500 Index has risen for four consecutive months, resulting in the strongest start to a year in more than 30 years! To be fair, the early gains included recovery from oversold market conditions  Read more ➝