WealthPlan Advisors works with hundreds of companies across the country to provide retirement plan

consulting services to 401k, 403b, Defined Benefit, ESOPs and Non-Qualified Deferred compensation plans. 

Employee Engagement

  • Participant behavior analysis and consulting

  • Enrollment support

  • Annual participant education strategy and planning

  • Financial well-being counseling (401k, Social Security and other personal assets)

  • Individual Retirement Guidance Program (IRG)

    • 1-on-1 employee counseling​

    • No commissions on other services

Plan Consulting/


Investment Consulting/


  • Establish and educate committee

  • Committee charter guidance

  • Training on fiduciary duties

  • Resource to HR for administration and compliance

  • Agenda, minutes and documentation

  • Plan design consultation

  • Service provider selection process and consultation

  • Compliance monitoring

  • Fee disclosure and benchmarking

  • Service provider trouble shooting and interface

  • Legislative and regulatory updates and consultation

  • Qualified Default Investment Allocation (QDIA) monitoring

  • Request for information (RFI) and Request for Proposal (RFP) process management

  • Ability to serve as ERISA 3(21) and 3(38) Fiduciary

  • Investment Policy Statement (IPS) development

  • Consultation on investment structure 

  • Consultation on investment allocation and number of options

  • Target Date Portfolios - analysis, selection and review

  • Initial Manager screening, analysis and selection

  • New investment manager search

  • Ongoing reporting and monitoring

  • Internal WPA investment committee/fi360 screens

  • Ongoing watch list process

  • Regular investment committee meetings

Plan Sponsor Login

401k Advisors Arizona - Wealth Plan Advisors

Our online access tool to Egnyte for authorized client personnel.



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

© 2020  |  7272 E. INDIAN SCHOOL RD., SUITE 103, SCOTTSDALE, AZ 85251  |  480.505.0234