Business Retirement Plans

Plan Sponsors

Wealthcare offers retirement plan sponsors fiduciary-level oversight and services

Wealthcare Retirement Partners acts as a fiduciary, providing process and order. Plan sponsors have a variety of prudent actions to follow, including:

  • Plan Governance
  • Fiduciary Compliance
  • Investment Due Diligence
  • Target Date Fund Selection
  • Benchmarking Recordkeeping Fees
  • Benchmarking Advisor Fees
  • Plan Design

Wealthcare Retirement Partners

Fiduciaries assist plan sponsors with plan structure and governance

Fiduciaries assist plan sponsors with plan structure and governance

A plan’s named fiduciary is accountable for all aspects of an organization’s retirement plan. Wealthcare Retirement Partners guides plan sponsors with:

  • Board Resolution
  • Committee Member Acceptances
  • Committee Charter
  • Investment Policy Statements
  • Quarterly Monitoring Reports
  • Meeting Minutes
  • Virtual Fiduciary File
Wealthcare gives plan sponsors objective, fiduciary-level oversight

Wealthcare gives plan sponsors objective, fiduciary-level oversight

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:

  • Comply with retirement plan regulations
  • Adhere to fiduciary responsibilities
  • Pay reasonable fees
  • Offer competitive funds
  • Prepare participants to retire when the company needs them to retire

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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