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Corporate 401(k) & Retirement Plans

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OUR TEAM specializes in corporate retirement and works on the forefront of interpreting and analyzing new laws and guidelines regarding corporate retirement plans. 
 

We partner with professionals who specialize in the benefits industry.  We work with recordkeepers, plan sponsors, benefits advisors and human resource teams to deliver innovative, fiduciary-minded solutions focused on delivering long term results to plan participants.

ADMINISTRATIVE QUESTIONS COMPANIES ASK

 

  • Can you help me understand the cost and fees of our plan?

  • Can you help us with corrective distributions?

  • Why do the funds in my plan have different fees?

  • Can you benchmark my plan against my competitors and peer companies?

  • Can you help our company increase employee engagement in the 401(k) plan?

QUESTIONS COMPANIES ASK

 

  • Can you explain my fiduciary responsibilities?

  • Can you train our staff on fiduciary issues?

  • Do we need an Investment Policy Statement?

  • Can you take over certain roles to make my HR team more efficient?

  • What is a co-fiduciary or fiduciary liability insurance?

  • Where are our true exposures?

THE TEAM

Brittany Smith, AIF®

Founding Partner, WPA // Wealth Advisor, RJFS

972.331.1304 // brittany.smith@wealthpartnersalliance.com

David McBee, AIF®

Founding Partner, WPA // Wealth Advisor, RJFS

972.331.1301 // david.mcbee@wealthpartnersalliance.com

Garry Schueffler

Partner, WPA // Wealth Advisor, RJFS

972.331.1314 // garry.schueffler@wealthpartnersalliance.com

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