Employer Retirement Plan Review | WCFG

Becoming An Institutional Client

To be your trusted advisor and partner in assisting you manage your plan effectively and prepare participants for retirement. We will assist you in developing your Plan Management Roadmap. Our comprehensive planning process is designed to help identify your needs, implement your strategy and monitor it to stay on course.

Fiduciary Governance

Will work with Investment Committee to establish Investment Policy if one does not exist or review existing Policy
Ensure the proper Corporate Charter is established
Establish Plan Fee and Expenses
Coordinate Plan Administrator and Actuarial Services
Educate Plan Fiduciaries

Plan Health

Review of service providers and plan features
Participant education, utilization and engagement
Plan Demographics

Participants Retirement Readiness

Review communications
Participant Utilization and engagement
Investment Education

Implement and Monitor

Conduct quarterly reviews with Investment Committee
Make investment recommendations as an ERISA Fiduciary

Fiduciary Vault

Document storage and retention
Pension and consultant access

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