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.
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
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.
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.
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.