How can my company get help setting up a WealthStep 401k or just access to WealthStep participant advice?

By
7 years ago

Contact WealthStep to see how WealthStep’s 5-Step Fiduciary Process might help improve your 401k plan and increase retirement readiness for your employees. In many cases, using a WealthStep 401k program also reduces a company’s cost and/or the “total cost” of the plan, simplifies the job of fiduciaries, and also reduces fiduciary liability.
WealthStep advice tools are included with complete WealthStep 401k fiduciary support engagements.
WealthStep advice tools can also be provided to plan participants in plans that don’t use WealthStep 401k fiduciary support engagements, for a fee to the plan sponsor. However, WealthStep does not customize the investment advice or return projections for such cases.

This article is for informational and educational purposes. Any hyperlinks to third party websites are not endorsements and outside content is believed to be reliable but has not been independently verified. Consult an objective financial advisor for guidance as appropriate.