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A Platform of Retirement Resources.

We select products and negotiate pricing based upon the aggregated purchasing power of many top producers. Amplifying our core commitment to client first, advisor choice, we offer a wide selection of resources.

Employee Education

Wealth Management

Plan Design Assistance

Our experienced advisors offer expert advice across plan design features, implementation and ongoing service for both Qualified and Non-Qualified programs such as 401(k), 401(a), 457, ESOP’s, Cash Balance and Deferred Compensation Plans.

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Fiduciary Services

As an independent advisor, WhartonHill delivers an objective analysis so prudent decisions can be made. As a 3(21) or 3(38) fiduciary advisor, WhartonHill acts as independent counsel to recommend investments that adhere to all standards established within a Plan’s Investment Policy Statement

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Plan Governance and Committee Education

Our fiduciary services help mitigate the liability placed on current plan fiduciaries and include preparation assistance or review of formal Committee Bylaws, an Investment Policy Statement (IPS) and a comprehensive Fiduciary Governance Plan.

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Provider Fee and Service Reviews

Retirement Plan fees and services can be complex and challenging to understand. We make sure there are no hidden fees and that our client’s fees are reasonable for the services provided. When appropriate, we will also assist you in negotiating fee arrangements.

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Employee Education and Communication

We will work with you to develop a program appropriate for your employee population, to engage your employees and help them take full advantage of the Plan.

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Wealth Management

Our individual clients receive one-on-one financial reviews to determine their financial needs and goals.

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Have retirement plan related questions? Contact us for a free evaluation.

We believe in what we do, helping our Plan Sponsor clients help real people plan for better lives during their retirement years. Contact us today for a free Retirement Plan evaluation.

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