A well-run plan should work quietly in the background
Managing a retirement plan involves far more than selecting investments. Recordkeepers, payroll files, testing deadlines, employee communications and fiduciary responsibilities all need to work together.
WPG serves as a central point of coordination, helping plan sponsors stay organized, informed and focused on the decisions that matter most.
How we support the plan
- Plan design and benchmarking
- Service provider coordination
- Participant education
- Committee support and documentation
“A well-designed retirement plan should support the organization, serve its employees and remain manageable for those responsible for it.”
Comprehensive support for plan sponsors
Design With Purpose
We help align plan features, costs and employee benefits with the goals of the organization.
Coordinate the Details
We work with recordkeepers, administrators, payroll providers and other specialists to keep the plan moving.
Support Better Outcomes
Education and ongoing review help employees engage with the plan and prepare more confidently for retirement.
Our consulting process is designed to strengthen the plan while helping reduce the administrative demands placed on owners, executives and human-resources teams.
- Plan design, participation and contribution analysis
- Fee benchmarking, vendor reviews and request-for-proposal support
- Investment-menu and target-date-fund evaluation
- Participant education and employee engagement
- Committee meetings, minutes and fiduciary documentation
- Ongoing coordination with recordkeepers and third-party administrators
Independent guidance across the plan
We evaluate the plan from the employer’s perspective – balancing cost, service, fiduciary process and participant experience. Our role is to help simplify complexity and keep the plan aligned as the organization evolves.
Advisory services are offered through WPG Advisers, LLC, a registered investment adviser. WPG does not provide legal, tax, actuarial or plan-administration services.
Strengthen your retirement plan
Schedule a plan review to evaluate your current structure, costs, services and opportunities for improvement.