Retirement Plan Services

​WealthShape provides fiduciary investment advisory and consulting services to 401(k), Profit Sharing and Defined Benefit retirement plans. Business owners want solutions that will increase their deferrals, attract and retain key people, and provide for a secure retirement for their employees. Lower cost funds, better investment choices, and improved education all work together to provide your employees and participants with the quality plan they deserve.

TALK WITH A CFP® PROFESSIONAL ABOUT OUR RETIREMENT PLAN SERVICES

Retirement Plan Consulting

• Review of overall plan design with objective based recommendations
• Design, drafting and implementation of Investment Policy Statement
• Identification of prudent asset classes, and investment options 
• Conduct due diligence on all parties involved in plan design, including, third party administrators, record keepers and custodians
• Assist with designing an education plan for participants

Fiduciary Investment Management & Monitoring

• ​All Retirement Plan Consulting Services
• Develop and maintain model portfolios for plan participants
• Identify Qualified Default Investment Alternatives
• Meet regularly to review progress with business owners 
• Participate in employee education and enrollment meetings
• Review and monitor investment performance and expenses
• Support DOL and IRS audits, as neccesary
• Monitor and interact with third party service providers, including Record Keeper and (TPA) Third Party Administrator