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.
Learn More
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
Learn More
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.
Learn More
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.
Learn More
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.
Learn More
Wealth Management
Our individual clients receive one-on-one financial reviews to determine their financial needs and goals.
Learn More
No Comments
Sorry, the comment form is closed at this time.