Group Retirement Plan Services

Starting a small business retirement savings plan can be easier and less expensive than most business people think. What’s more, there are a number of retirement programs that provide tax advantages to both employers and employees. At Wisconsin Benefit Planning, Inc., we have a team of experts ready to help you design a plan to fit you and your employees’ needs. Whether you already have a plan or you are looking to start a new plan, we can help find the right combination of plan features to fit your needs.

• CUSTOMIZED PLAN DESIGN TO FIT EMPLOYER NEEDS
• Review Goals and Suggest Remedies and Strategies
• Suggest Plan Design alternatives focusing on options that may favor highly compensated and/or longer term employees.
• Provide updates on legislative and regulatory issues to help insure compliance & fiduciary responsibility
• Knowledge of all types of retirement plans
  
  
• INVESTMENT SELECTION & DUE DILIGENCE
• Help establish and maintain a written investment policy statement
• Wide variety of Investment options
• Review of plan investment array annually for diversification, performance, expenses, risk and manager conduct


• ADMINISTRATIVE REVIEW & SELECTION
• Service Provider search and selection
• The appropriateness of bundled vs. unbundled approaches
• Help find the right administrator based on services, expertise, expense, quality and consistency of reporting, and administrative support.


• EMPLOYEE EDUCATION
• Provide personalized assistance to plan participants
• Conduct semi-annual employee enrollment and educational meetings
• Help coordinate service provider involvement when needed