Helping your company run a smart and successful plan.
Guiding employees on a path to become 401(k) millionaires.
The Wela Advantage
- Implement an Investment Policy Statement
- Design an Appetizing Fund Menu
- Do Regular Plan Reviews
- Monitor Fund Performance
- Host Group Enrollment Meetings
- Provide Unlimited 1 on 1 Support
- Retirement Workshops Offerings
- Serve as your fiduciary plan advisor
- Help you meet your fiduciary duties
- Prioritize your best interests
- Organize important plan documents
- Prove prudent plan management
- Keep plan documents up to date
- Provide regular expense comparisions
- Confirm your getting high value
- Feel confident in the services you have
- For medical professionals, adressing unique challenges and opportunitities.
These are the top six challenges we often hear about...
is simple and straightforward
Review the plan 1-2 times per year
Prompt and thoughtful responses
In Person or Digital Meeting
30-60 minutes
In Person or Virtual Meeting
45-60 minutes
In-Person or Virtual Meeting
45-60 minutes
Call, Emails, and In-Person
75-100 Days
Hopefully Forever