Your “5 Retirement Plan Essentials” helped make a real difference for us.
Fee Transparency
Determining the total cost of your company’s retirement plan can sometimes be a real challenge. The Wealth Engineer® discloses all fees in a straightforward, one-page document, allowing you to easily see how much is paid, and to whom.
Professional Guidance
The Wealth Engineer® provides independent and objective advice to the plan sponsor and trustees as well as investment and asset allocation education to participants.
Participant Experience
Participants benefit from the ability to select from globally diversified portfolios based on their individual risk tolerance. In addition, The Wealth Engineer® offers an interactive video-based enrollment and education service that is available 24/7 online. This service is integrated with our recordkeeping partners and offers dynamic plan-specific education and a risk tolerance questionnaire to assist the participants in making appropriate investment choices. It is simple to navigate and may increase plan participation.