Fiduciary partners like Wealthcare assist advisors with their plan sponsor clients
Wealthcare Retirement Partners is an advocate and fiduciary partner to your plan sponsor clients, and can do the heavy lifting. For navigating ERISA requirements, building robust governance processes, and everything in between, a fiduciary partner is invaluable.
Retain control of your client relationships with Wealthcare's fiduciary partnership
You’ve worked hard to build your client base.
The last thing you want to do is lose control simply because you’re doing the right thing. With Wealthcare, you need not worry.
We recognize that any of your clients who partner with us for retirement planning services are your clients. It’s your relationship to lead. Wealthcare will serve as fiduciary, acting in the best interests of your clients.
Seems simple, but isn’t this how it should be?
Finding the right fiduciary partner brings stability to your corporate clients
Wealthcare Retirement Partners guides your clients through ERISA’s rigorous standards, recognizing that every decision must be in the best interests of plan participants and their beneficiaries. We’ll assist with the delegation of daily administrative and investment responsibilities.
And that’s just what a fiduciary partner should do.
