Qualified Plan Services
Qualified Plan Services
According to Charles Schwab’s 2021 401(k) Participant Survey, plan participants believe they need to save $1.9 million for retirement, and only 53% believe they are very likely to achieve their retirement goals.
Our Investment and Wealth Management expertise allows us to deliver a deeper, more comprehensive service to sponsors and participants than most plan advisors can provide. Through participant education meetings, plan members have routine opportunity to evaluate savings, investment, and other important plan decisions with direct access to professional Wealth Management services. We help you provide your valued employees with the resources they need to reach and succeed in retirement.
In addition, unlike many advisors, our full exclusion of commission and soft-dollar arrangements allow us to remain truly independent in the selection and management of your plan’s investment lineups.
Our Team:
- Leverages our securities management expertise in the selection and maintenance of mutual fund and exchange-traded fund lineups
- Directly engages retirement plan participants via employee enrollment and routine education meetings
- Leads Trustee fiduciary review meetings
- Serves as liaison between plan sponsors, Third Party Administrators (TPAs), and other trusted partners
Our Team:
- Delivers long-term performance-driven management of equity, fixed income, and alternative investment securities backed by a successful track record of more than three decades
- Leads Trustee exploratory, decision-making, and fiduciary review meetings
- Directly engages retirement plan participants via employee enrollment and routine education meetings
- Serves as liaison between plan sponsors, Third Party Administrators (TPAs), and other trusted partners
Contact Us
Contact Us
Request a complimentary consultation with one of our seasoned advisors to find out how Wallington’s Institutional Services can benefit your organization.
