Full-Service Retirement Plan Solutions
Nothing limits your ability to grow more than spending all your time on the operational side of your business. Your support team handles the load of the daily routine so you can focus on growth. Best of all, we’ll adapt to your processes and business needs.
How We Help
Embrace Your Fiduciary Responsibility
When you join WealthPlan Group, you give yourself the ultimate advantage when advising on defined contribution plans. WealthPlan will act as a 3(21) and 3(38) fiduciary so you can ease your clients’ liability and remove their burden of selecting and overseeing investments for their plan participants.
Save Your Time for Sales
You can be the advisor you want to be when you partner with WealthPlan Group. We act as the plan trustee so you can focus on being an advisor to plan participants. We not only cover your fiduciary duty, but our wellness program also identifies participants who need advice so you can focus on adding revenue instead of sourcing leads.
Provide Financial Wellness with AutoEducate®
Today’s business owners demand full service, and WealthPlan Group's AutoEducate® process makes financial wellness plan participants easy to implement. We have formalized the process to protect your business owner clients from litigation possibilities and quantify which participants need financial advice.
Leverage Years of Experience
Your firm may be new to advising 401(k) plans, but we aren’t. Our experts have been through the process of winning contracts and providing plan and participant services for a combined 30+ years. With WealthPlan Group, you’ll always have an answer.
Get Support From Start to Finish
Give yourself the confidence you need to pursue more plans. Our team will be by your side to help you close new business, and provide the ongoing administrative support to save you time so you can continue building your business.
See How Advisors Grow with WealthPlan Group
Learn how Chuck Prather lowered fees for his clients and also raised his firm’s revenues when he joined WealthPlan.