Retirement Plan Consulting Services

WDFS provides various consulting services to Qualified Employee Benefit Plans and their fiduciaries. Our suite of services is designed to assist plan sponsors in structuring, managing, and optimizing their corporate retirement plans. Each engagement is individually negotiated and customized, and may include any or all of the following services:

Plan Design and Strategy | Plan Review and Evaluation

Executive Planning & Benefits | Investment Selection

Plan Fee and Cost Analysis | Plan Committee Consultation

Fiduciary and Compliance | Participant Education

Retirement Plan solutions provided to help meet our business clients’ needs include: 

  • 401(k) Plan
  • Individual 401(k) Plan
  • Profit-Sharing Plan
  • Simple IRA
  • 403(b) Plan

Employee Benefits Optimization: If you are an employee/Plan Participant, we will provide a review and analysis to determine if you are taking the maximum advantage possible of available employee benefits. If you are a business owner, we will consider and/or recommend the various benefit programs that can be structured to meet both business and personal retirement goals. WDFS’ Employee Benefit Optimization services offered to retirement plan participants include:

  • One-on-One Plan Participant Advice
  • Employee Benefit Review and Analysis
  • Employee Financial Wellness Education

WDFS collaborates with our sub-advisor (third party vendors) for retirement plan design, investment analysis, recordkeeping, third party administration and fiduciary investment management services to the Plan Sponsor. Additionally, we will meet with the Client/Plan Sponsor on a periodic basis to discuss changes in the Plan performance, investment objectives, investment options and asset allocation programs. We are also able to work with your preferred third-party administrator and plan recordkeeper.