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           Building Relationships That Go Beyond Investment Advice

Retirement Plan Consulting Services PDF Print



Our knowledgeable team provides performance and expense analysis, fiduciary mitigation, and insight on a wide array of investment offerings, enabling us to deliver a retirement  plan that will serve the best interest of you and your plan participants. We cover all the facets of your plan’s operations— including compliant plan design, service provider monitoring, investment menu updates and vendor benchmarking.  In addition, we meet the needs of participants by providing plan investment education and objective investment strategies.


Wealth Strategies Group will enable you to understand and address your fiduciary responsibilities, plus assist in drafting plan documents, setting investment policy and attending to other critical procedures.


Our comprehensive services include the following:

  1. Investment advisory – assistance with selection and monitoring  (open architecture platforms)
  2. Assist with preparation and review of the plan’s Investment Policy Statement
  3. Quarterly communications
  4. Annual trustee meetings
  5. Annual plan and Investment Policy Statement review
  6. Investment option review
  7. Fiduciary responsibility checklist
  8. Plan participant education                                                                               

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Learn more about our retirement plan consulting services:

Fiduciary Services

Participant Services

DOL Audit Preparedness