A 401(k) plan for your small business

Providing the support you deserve
Helping participants understand and grow their accounts

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Does This Sound Familiar?

These are the top six challenges we often hear about...

1

Confused By Investment Decisions And Direction

2

Overpaying For Underwhelming Service

3

Drowning With
Plan Administration

4

Struggling To Provide
Participant Support

5

Worried About
Compliance And Testing

6

Low Participation And
Minimal Engagement

How We Support Your Plan

In Five Key Areas

Investment

Investment Policy Statement, Appetizing Fund Menu, Regular Plan Reviews, Fund Performance Monitoring

Participant

Group Enrollment Meetings, 1 on 1 Anytime Support, and Retirement Workshops

Fiduciary

Your prudent fiduciary advisor to help meet your fiduciary obligations as a plan sponsor.

Audit File

Assist in organizing all documents necessary to prove prudent management of your plan

Benchmarking

Provide regular expense and plan benchmarking services to confirm your getting the value you deserve

Our Pricing

is clear and transparent

Plan Size $0-$1M

$2.5k
/year

Simple Flat Fee

Plan Size $1M-$6M

.25%
/year

Basis Point Fee

Plan Size $6M +

$15k
/year

Simple Flat Fee

Basic

$999
/year

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All analytics features
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Up to 250,000 tracked visits
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Normal support
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Mobile app
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Up to 3 team members
Get started
Popular

Growth

$1,999
/year

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All analytics features
Up to 1,00,000 tracked visits
Normal support
Mobile app
Up to 3 team members
Get started

Enterprise

$3,999
/year

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Everything on Growth plan
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Up to 5,000,000 tracked visits
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Dedicated support
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Mobile app
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Up to 50 team members
Get started

Our Approach To Success

We believe 401(k) plan success is threefold...

Formalize The Process

- Set Goals
- Make Agreements
- Execute

Establish Key Support

- Investment and Fiduciary
- Participant
- Audit File & Benchmarking

Provide Routine Monitoring

- Investments
- Legislation, Market, and Economy
- Fee & Service Benchmarking

Our 401(k) Process

We have a proven process to ensure a smooth and successful experience. Here is a quick look:

Discovery Meeting

In Person or Digital Meeting
30-60 minutes

  • A discussion of your unique needs, goals, and pain points
  • Gather basic plan information and start building a solid foundation
  • If it makes sense, we schedule a plan presentation meeting
Get Started

Plan Presentation

In Person or Virtual Meeting
45-60 minutes

  • Present our customized solutions
  • Know what to expect & The Wela Advantage
  • Proposal and Fee Schedules
  • Next Steps

Onboarding & Support Meeting

In-Person or Virtual Meeting
45-60 minutes

  • Formalize Needed Documents
  • Establish Plan and Participant Support Schedule
  • Understand our Monitoring Process
  • See our ongoing service model

Plan Transfer and Go Live

Call, Emails, and In-Person
75-100 Days

  • Put all the pieces together with weekly calls / emails
  • All required documents and notices executed
  • Work closely with all partners to design plan to fit your needs

Ongoing Support

Hopefully Forever

  • Fiduciary and Participant Support
  • Investment and Benchmarking Monitoring
  • Plan Administration and Operations Support
  • Audit File and Partner Monitoring
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Legal
Privacy Policy
Disclosures
Form ADV
Form CRS

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
‍

Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
‍