Business Retirement Plans

Employee Retirement Plans…. Better Advice, Lower Cost Register Investment Advisor Firms…

Advisor firms are built for just what employee participants and plan administrators are looking for. . . advice. Just as individual client accounts have found considerable improvement in reduced cost, better investment performance and flexibility by moving to an investment advisory relationship, so too can retirement plans such as 401(k), SIMPLE IRA or SEP IRAs. Plan administrators will generally find much better pricing based upon asset size than they currently experience. Fees are sharpening and you should be receiving the benefit of those changes.

Plan administrators also find comfort in knowing that the advisor is working as a fiduciary to the plan just as they work as a fiduciary in their capacity as an administrator.

Your fiduciary responsibilities include:

Plan compliance with the various DOL and ERISA regulations
Due diligence documentation created and filed
Planned periodic analytical reviews of investment choices
New participant onboarding
Current participant education
Individually directed accounts through alternative platforms

Many times, it is not a matter of overhauling the plan and changing providers. It may be as simple as bringing in some new blood with a second set of eyes or new perspectives on how to help the current plan become the benefit the business wants it to be.

Now is the perfect time for a free plan review and new pricing.

Call Us:

(605) 622-7801

or Call Toll Free:

1-888-699-2102

Email Us:

appointments@wpdakotas.com

Disclosure

Wealth Plus of the Dakotas, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Investment advisory services are offered through Wealth Plus of the Dakotas, Inc. Insurance products and services are offered separately through individual licensed and appointed agents.