401(k) Plans For
The San Antonio Medical Community

Helping your company run a smart and successful plan.
Guiding employees on a path to become 401(k) millionaires.

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we help companies when they experience

Triggering Events

Changes in Key Roles

- Recent changes to a key position
- Upcoming changes to a key position
- CEO, CFO, HR, etc.

Lack of Comprehensive Support

- Investment and Fiduciary
- Participant
- Fee Benchmarking

Retirement Plan Assessment

- Current 401(k) isn't meeting expectations
- Have never offered a 401(k) but are now ready
- Looking to move beyond a SIMPLE / SEP IRA

Participant Challenges and Gaps

- Weak guidance, education, and understanding
- Low savings rates and plan participation
- Poor investment decision-making

How We Support You

The Wela Advantage

Investment

- Implement an Investment Policy Statement
- Design an Appetizing Fund Menu
- Do Regular Plan Reviews
- Monitor Fund Performance

Participant

- Host Group Enrollment Meetings
- Provide Unlimited 1 on 1 Support
- Retirement Workshops Offerings

Fiduciary

- Serve as your fiduciary plan advisor
- Help you meet your fiduciary duties
- Prioritize your best interests

Audit File

- Organize important plan documents
- Prove prudent plan management
- Keep plan documents up to date

Benchmarking

- Provide regular expense comparisions
- Confirm your getting high value
- Feel confident in the services you have

Real Solutions

- For medical professionals, adressing unique challenges and opportunitities.

Does This Sound Familiar?

These are the top six challenges we often hear about...

Confused by investment decisions

Overpaying for underwhelming service

Exhausted by plan administration duties

Struggling To Provide Employee Support

Stressed by Compliance & Testing

Low Participation & Minimal Engagement

Our Service Approach

is simple and straightforward

1

Establish Support

2

Maintain Support

Review the plan 1-2 times per year

3

Be Available

Prompt and thoughtful responses

Our 401(k) Process

We have a proven process to ensure a smooth and successful experience.

Discovery Meeting

In Person or Digital Meeting
30-60 minutes

  • A discussion of your goals and pain points
  • Gather basic plan information to build a solid foundation
  • If it makes sense, schedule a plan presentation meeting

Plan Presentation

In Person or Virtual Meeting
45-60 minutes

  • Present our customized solutions
  • Know what to expect & The Wela Advantage
  • Proposal and Fee Schedules
  • Next Steps

Onboarding & Support Meeting

In-Person or Virtual Meeting
45-60 minutes

  • Formalize Needed Documents
  • Establish Plan and Participant Support Schedule
  • Understand our Monitoring Process
  • See our ongoing service model

Plan Transfer and Go Live

Call, Emails, and In-Person
75-100 Days

  • Put all the pieces together with weekly calls / emails
  • All required documents and notices executed
  • Work closely with all partners to design plan to fit your needs

Ongoing Support

Hopefully Forever

  • Fiduciary and Participant Support
  • Investment and Benchmarking Monitoring
  • Plan Administration and Operations Support
  • Audit File and Partner Monitoring

Ready to run a smart and successful 401(k) plan?