Advisors

Business Retirement Plans

Wealthcare offers financial advisors retirement planning services for corporate clients

Wealthcare Retirement Partners is a fiduciary advisory service that works with business owners in an effort to maximize their retirement plan potential. We work to create successful outcomes for plan sponsors and participants. As fiduciaries, we work with organizations of all shapes and sizes including:

  • Groups (from 2 to 500 or more participants)
  • Industrial companies
  • Medical/Dental providers
  • Professional organizations

Wealthcare Retirement Partners

Our retirement planning services offer fiduciary guidance and oversight

Wealthcare’s retirement planning services cover a wide range of key activities, including:

Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support designed to mitigate potential liabilities.

Fee Benchmarking

RFP-driven process to ensure apples-to-apples comparisons that can help increase a plan’s negotiating leverage.

Investment Analysis

Fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.

Target Date Fund Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.

Courageous Plan Design

Plan design assessments that strive to increase ROI for an employer’s benefits while striving to enhance participant retirement outcomes.

Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.

We’re fiduciary partners to business owners, plan sponsors and plan participants

We’re fiduciary partners to business owners, plan sponsors and plan participants

Wealthcare Retirement Partners consults with financial advisors for their employer sponsored retirement plan clients, and covers:

  • Documenting and implementing a process for plan governance
  • Establishing and maintaining fiduciary compliance
  • Investment due diligence
  • Target date fund (TDF) selection where appropriate
  • Benchmarking fees
  • Employee education to help plan sponsor clients fulfill ERISA responsibilities
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Wealthcare provides plan sponsors with objective, fiduciary-level oversight

Wealthcare provides plan sponsors with objective, fiduciary-level oversight

As plan sponsors, your corporate clients face numerous hurdles with respect to retirement plans. Wealthcare Retirement Partners works with your plan sponsor clients to address the following challenges:

  • Complying with retirement plan regulations
  • Adhering to fiduciary responsibilities
  • Paying reasonable fees
  • Offering competitive funds
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Wealthcare offers fiduciary-level guidance to plan participants

Wealthcare offers fiduciary-level guidance to plan participants

Plan participants often turn to advisors for guidance. Wealthcare Retirement Partners is a group of fiduciary advisors who will act in each client’s best interests. In our role as a fiduciary, we’re guided by a single principle: do what’s best for each plan participant.

Acting in the best interests of your organization and your plan participants is not just the right way to do business; it’s the only way.

And we don’t need legislation to tell us.

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Ways To Work With Us:

Join our RIA

Join our RIA

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Open your own RIA

Open your own RIA

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Stay with your RIA

Stay with your RIA

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Join our hybrid RIA

Join our hybrid RIA

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