Group Retirement Plans For
The San Antonio Community

Helping your company run a smart and successful plan.

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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

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Struggling To Provide Support

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Stressed by Compliance & Testing

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Low Participation and engagement

Triggering Events

Help when you need it Most
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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

Ready to change existing plan or offer a new plan

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Challenges and Gaps

Little guidance, low savings rates, and poor participation

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How We Support You

The Wela Advantage

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Investment

- Build an Investment Policy  
- Design an Appetizing Fund Menu
- Monitor Fund Performance

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Participant

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

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Fiduciary

- Serve as your plan advisor
- Satisfy your fiduciary duties
- Prioritize your best interests

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Audit File

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

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Benchmarking

- Routine expense comparisions
- Confirm your getting high value
- Confidence in your services

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Real Solutions

- For your plan goals
- For your plan wants
- For your plan needs

Our Service Approach

is simple and straightforward

1

Establish Support

2

Maintain Support

3

Be Available

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Our Pricing

is clear and transparent

Plan size under $1M

$1k
per year
+.25% of plan assets

Plan Size: $1-6M

.25%
per year
basis point fee

Plan Size: $6M+

$12k
per year
simple flat fee
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Our Group Retirement Plan 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 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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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.
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Wela Financial Advisory
366 W Sunset Rd, Building 4
San Antonio, TX 78209
210-530-9599
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