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For Corporates & Institutions
CORPORATE 401(K) & RETIREMENT PLANS
We provide retirement services customized for each sponsor and its plan participants. Our team aids with every aspect of the retirement plan, from constructing plan documents and advising with sophisticated investment analysis to assisting with on-site support for plan participants. The expertise of our team and the scope of services offered are designed to serve plan sponsors in the most complete and comprehensive manner.
Documentation and transparency regarding items such as service agreements and fee arrangements are also crucial, and our team makes this part of its protocol. Each plan sponsor receives an annual executive summary at the end of each year. The team also has a proactive client communication model that strives to analyze any new legislation and provides information to sponsors as soon as possible. Our focus is on your plan. Our goal is to provide a seamless partnership with tremendous service to help participants retire their way.
Request a Plan Review
QUESTIONS COMPANIES ASK
Can you help me understand
the cost and fees of our plan?
Can you help us with corrective
distributions?
Why do the funds in my plan
have different fees?
Can you benchmark my plan
against my competitors and
peer companies?
Can you help our company
increase employee
engagement in the 401(k) plan?
Can you explain my fiduciary
responsibilities?
Can you train our staff on
fiduciary issues?
Do we need an Investment
Policy Statement?
Can you take over certain roles
to make my HR team more
efficient?
What is a co-fiduciary or
fiduciary liability insurance?
Where are our true exposures?
DAVID MCBEE, AIF®
FOUNDING PARTNER, WPA
P: dmcbee@wealthpartnersalliance.com
P: 972.331.1301