Bundled 401(k) Plans

Personal. Local. Global.

A well-run 401(k) retirement plan is a valuable resource to your employees. But many plan sponsors begin and maintain qualified retirement plans with little knowledge of the important fiduciary responsibility they are assuming.

That is why Wealth Advisors provides turnkey, bundled 401(k) solutions that emphasize investment independence, customization and outstanding education programs. Our goal is to protect your business while providing favorable benefits to your employees.

Examples of our services include:

Enrollment and employee education, including online and one-on-one meetings
Identification of investment options and menu structure
Selection of custodian and trading platform among various independent options
Ongoing monitoring and advisement on investment selections
Development of investment policy
Local record-keeping and compliance for plan
Consultation on fiduciary issues and design of plan operations
Quarterly statements delivered directly to participants
Trustee and payer agent services
Participation at Trustee/Investment Committee meetings

We are different from our competitors. Our services are characterized by national investment alternatives, a local record-keeping presence, and a high level of contact with our clients. Our affiliation with AKT Retirement Plan Services enables us to provide clients with a local solution to plan design, administration, trust accounting, and daily valuation.

Our People

Click here to meet our 401(k) team.

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