(646) 872-0632 | (888) 328-WFAM (9326) | Client Portal
401(k)| 403(b)| Profit sharing |Defined Benefit |MEP | Executive Compensation
At Weigel Fiduciary Asset Management, our goal is to help you manage a successful and cost-effective retirement plan that helps you attract and retain valuable employees and helps prepare them for life in retirement. You can rely on our experienced advisors to:
We address your needs across all aspects of plan operations—including plan conversion, service provider changes, investment menu updates, vendor benchmarking and employee communications. And we meet the needs of participants by providing plan enrollment and 401(k) rollover assistance, objective insights on investment allocations, and ongoing employee education.
We can assist you with the preparation, distribution and evaluation of Request for Proposals, finalist interviews, and conversion support.
We provide you with comparisons of Plan data (e.g., regarding fees and services and participant enrollment and contributions) from the Plan’s prior years and/or a benchmark group of similar plans. With access to sophisticated investment tools and objective research, we are able to examine a broad range of providers and generate detailed reporting and comparisons.
We help you identify fees and other costs borne by the Plan for investment management, recordkeeping, participant education, participant communication and/or other services provided with respect to the Plan.