401(k) Plans For
The San Antonio Community

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

Get started
See Pricing
Hero - Elements Webflow Library - BRIX Templates
we help companies when they experience

Triggering Events

Two stylized blue buildings with windows, representing company changes.

Changes in Key Roles

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

Blue circle with a dark question mark inside.

Lack of Comprehensive Support

- Investment and Fiduciary
- Participant
- Fee Benchmarking

Illustration of a light bulb plugged into an electrical outlet with a power symbol above.
Blue clipboard icon with a checklist of seven lines and a top clip on a black background.

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

Icon showing vertical arrows indicating resizing or rearranging alongside horizontal alignment lines.

Participant Challenges and Gaps

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

Get Started

How We Support You

The Wela Advantage

Illustration of a businessman climbing a stack of coins toward a large dollar symbol surrounded by money bags, symbolizing investment support.

Investment

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

Icon of a support agent wearing a headset with a speech bubble featuring a checkmark, symbolizing participant support.

Participant

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

Illustration of a large hand holding a smaller hand above a group of people with connected green and orange gears in the background, symbolizing fiduciary support and collaboration.

Fiduciary

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

Illustration of a yellow industrial claw lifting a white file folder with a gear icon as part of a process flow.

Audit File

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

Bar chart comparing Currency, Interest, and Volume benchmarks across three categories represented by blue, orange, and gray bars.

Benchmarking

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

Illustration of a large gear integrating smaller interconnected gears, symbolizing tailored solutions in automation or machinery.

Real Solutions

- For medical professionals, adressing unique challenges and opportunitities.

Does This Sound Familiar?

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

Blue confused face emoji with raised eyebrow and question mark above head.

Confused by investment decisions

Icon of two torn pieces of a dollar bill separated in the middle.

Overpaying for underwhelming service

Simple blue outline icon of a person sitting with a slouched posture, appearing exhausted or tired.

Exhausted by plan administration duties

Icon of crossed-out overlapping speech bubbles, representing no support or no communication.

Struggling To Provide Employee Support

Line art of a person holding their head with stress, surrounded by two lightning bolts.

Stressed by Compliance & Testing

Empty battery icon indicating low or no charge.

Low Participation & Minimal Engagement

Our Service Approach

is simple and straightforward

1

Establish Support

In the five key areas

2

Maintain Support

Review the plan 1-2 times per year

3

Be Available

Prompt and thoughtful responses

Get Started

Our Pricing

is clear and transparent

Plan size under $1M

$2.5k
per year
simple flat fee
Get started

Plan Size: $1-6M

.25%
per year
basis point fee
Get started

Plan Size: $6M+

$15k
per year
simple flat fee
Get started

Our 401(k) Process

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

Discovery Meeting

Four people seated around a table having a discussion with a laptop, notebook, and papers in front of them.

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
Get Started

Plan Presentation

Presenter explaining a pie chart to three seated attendees, one raising a hand with a question mark above, in a meeting room.

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

Illustration of a man assembling large puzzle pieces with dollar signs, symbolizing financial planning or strategy.

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

Illustration of a man giving a thumbs up inside a blue ribbon badge with a checklist clipboard and checkmark speech bubble in the background.

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

Illustration of one businessman helping another climb a large upward arrow with city buildings and clouds in the background.

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?

Get started
Compliance
Disclosures
Privacy Policy
Form ADV
Form CRS

Brent Forrest & Associates, LLC. dba Wela Financial Advisory (Wela) is a registered investment adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
‍


Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
‍