© 2019      |     WealthPlan Advisors     |     7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251     |     480.505.0234

Participant Education

PlAN DESIGN 

90 | 10 | 90

Use auto enrollment to overcome participant inertia and deliver positive outcomes.

Achieve 90% participation in the plan. With each participant deferring 10% or more of their pay and 90% of your participants in a diversified portfolio such as the LifeTime portfolios you offer in your plan.

CONTACT US

ARIZONA  |  NEVADA  |  UTAH  |  MISSOURI  |  TENNESSEE

Scottsdale Corporate Office

at the Scottsdale Financial Center III

 

7272 E. Indian School Rd. 

Suite 103

Scottsdale, AZ 85251

 

Tel: 480-505-0234

Fax: 480-505-0239