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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
Phone: 860-837-0303
Message: [email protected]
WINDSOR
360 Bloomfield Ave 
3rd Floor 
Windsor, CT 06095
WEST HARTFORD
15 N Main St
​#100
West Hartford, CT 06107
SHELTON
One Reservoir Corporate Centre 
4 Research Dr - Suite 402 
Shelton, CT 06484
ROCKY HILL
175 Capital Boulevard 
4th Floor 
Rocky Hill, CT 06067
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  • About
    • Who We Are
    • How We Invest
    • Portfolios
  • Services
    • Wealth Management
    • Financial Planning
    • Retirement Plan Services
  • Blog
  • FAQ
  • Log In
  • Contact