Group Retirement Plans For
The San Antonio Community

Helping your company run a smart and successful plan.

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we help companies when they experience

Triggering Events

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Changes in Key Roles

Recent or upcoming changes with owners or executive

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Lack of Comprehensive Support

Investment, Participant, Fiduciary, or Fee Benchmarking

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Retirement Plan Assessment

Current plan isn't meeting expectations or ready to offer a plan for the first time

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Facing Challenges and Gaps

Little guidance, low savings rates, and poor participation

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How We Support You

The Wela Advantage

Investment

- Implement an Investment Policy Statement
- Design an Appetizing Fund Menu
- Monitor Fund Performance

Participant

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

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Fiduciary

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

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Audit File

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

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Benchmarking

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

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Real Solutions

- For your goals, wants, and needs

Does This Sound Familiar?

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

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Confused by investment decisions

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Overpaying for underwhelming service

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Exhausted by plan administration duties

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Struggling To Provide Employee Support

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Stressed by Compliance & Testing

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Low Participation and engagement

Our Service Approach

is simple and straightforward

Establish Support

In the five key areas

Maintain Support

Consistent Review

Be Available

Ready to Serve

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Our Group Retirement Plan Process

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

Discovery Meeting

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In Person or Digital Meeting
30-60 minutes

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

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Plan Presentation

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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

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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

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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

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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 group retirement plan?

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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.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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Group Retirement Plans For
The San Antonio Community