What is WealthStep for 401k? How does it help Fiduciaries?

A unique 401k and direct-to-investor service with planning advice and pre-built Custom Portfolios

The great intentions of many Fiduciaries is lost. You might build a solid 401k plan, but many plan participants still under-plan, under-save and invest inappropriately, simply because they don’t know what to do. The result is a lack of retirement readiness and often HCE testing problems, both of which hurt financial fitness, morale, productivity and retention. Take action as a Fiduciary to more positively impact lives on your watch.

A problem is an opportunity to help others

Enter WealthStep, The Advisory Group’s innovative 401k advice system. Groundbreaking, because it integrates and simplifies the obvious…

Online retirement planning guidance:

  • How much to save each pay period
  • How much is needed to retire
  • Risk tolerance assessment
  • Life-stage driven investment advice
  • Retirement spending advice

Online education:

  • Simple, entertaining & impactful
  • Pitfall avoidance through knowledge
  • Behavioral finance orientation
  • Social media reminders & learning nuggets

Best-of-breed, non-proprietary investment options:

  • Independent, objective advice to fiduciaries
  • Custom Target Date and Target Allocation funds
  • High diversification and low cost

No other 401k program integrates custom portfolios and specific retirement planning advice. Plus, expert support for fiduciaries and regular reports and meetings to fulfill your fiduciary duties.

Not ready for retirement plan consulting + WealthStep online advice? Ask about starting with WealthStep’s digital-only option.

WealthStep 401k: Improving retirement readiness by simplifying and increasing the effectiveness of your fiduciary responsibility and efforts.

Contact us for a test-drive of WealthStep online 401k advice.

If you are not a fiduciary, click here for an overview of WealthStep.