Helping your company run a smart and successful plan.
Guiding employees on a path to become 401(k) millionaires.
- Recent changes to a key position
- Upcoming changes to a key position
- CEO, CFO, HR, etc.
- Investment and Fiduciary
- Participant
- Fee Benchmarking
- Current 401(k) isn't meeting expectations
- Have never offered a 401(k) but are now ready
- Looking to move beyond a SIMPLE / SEP IRA
- Weak guidance, education, and understanding
- Low savings rates and plan participation
- Poor investment decision-making
The Wela Advantage
- Implement an Investment Policy Statement
- Design an Appetizing Fund Menu
- Do Regular Plan Reviews
- Monitor Fund Performance
- Host Group Enrollment Meetings
- Provide Unlimited 1 on 1 Support
- Retirement Workshops Offerings
- Serve as your fiduciary plan advisor
- Help you meet your fiduciary duties
- Prioritize your best interests
- Organize important plan documents
- Prove prudent plan management
- Keep plan documents up to date
- Provide regular expense comparisions
- Confirm your getting high value
- Feel confident in the services you have
- For medical professionals, adressing unique challenges and opportunitities.
These are the top six challenges we often hear about...
is simple and straightforward
Review the plan 1-2 times per year
Prompt and thoughtful responses
In Person or Digital Meeting
30-60 minutes
In Person or Virtual Meeting
45-60 minutes
In-Person or Virtual Meeting
45-60 minutes
Call, Emails, and In-Person
75-100 Days
Hopefully Forever
