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

PLAN SPONSOR SERVICES

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/

Governance/Compliance

Investment Consulting/

Oversight

  • 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.

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