Broker Check

Retirement Plan Services

WPBG will help develop a comprehensive custom plan that meets the specific needs of your organization.

  • Plan development that adheres to industry best practices
  • Better working knowledge of your plan
  • Complete transparency of fees
  • Investment Policy Statement
  • Education Policy Statement
  • Quarterly performance monitoring
  • Fiduciary Briefcase
  • Annual fee benchmarking analysis
  • Vendor search as needed (once per 3 years-minimum)
 
  • Employee Stock Ownership Plan (ESOP)
  • 403(b)
  • 457 Deferred Compensation
  • SIMPLE
  • SEP IRA
  • Defined Benefit Plan
  • Cash Balance Plan
 

A nonqualified executive benefit plan offers an additional way for business owners and key employees to save for retirement. Limitation on most qualified retirement plans make it difficult for highly compensated employees to save enough money to have adequate retirement income. Nonqualified plans can help close this gap.

  • Nonqualified Excess Plan
  • Long Term Incentive Bonus Plan
  • Supplemental Employee Retirement Plan (SERP)
  • Executive Bonus Plan
  • S Corp Owner Plus
  • Select Reward Plan
 
  • Informal Business Valuation
  • Exit Planning
  • Buy-Sell Review
  • Business Priorities
  • Wealth Transfer
 
  • Step 1: Schedule an Initial Consultation
  • Step 2: Collect data for plan benchmark
  • Step 3: Review Proposals
  • Step 4: Discuss Plan Designs Alternatives
  • Step 5: Implementation