Our range of value-added services includes delivering you custom solutions for all of your retirement plan management needs including benefit plan analysis, contribution strategies, education and training, and developing employee policies and consumer-driven programs.
The Wright Group provides an independent source in evaluating programs and providers and with no conflict of interest. Our focus is on the client and in providing the best overall program that meets the needs of the employer and its employees.
We have the ability to provide feedback on qualified status as well as expertise to evaluate select and monitor fund performance including insight into the plan marketplace. Utilize procedural prudence and document our actions.
Committed to educating employees regarding plan highlights as well as creating an appropriate investment strategy. Continue to work with management in providing on-going value added programs for employees.
Full disclosure of fees and cost associated with the program along with our commitment as co-fiduciary of the program.
Every decision made as a fiduciary must be in the best interest of plan participants and their beneficiaries and certain relationships may result in prohibited transactions. We can provide Legislative Brief educational articles to help you understand important regulations and stay in compliance.
Choosing the right plan design is vital, both in terms of cost and to stay competitive with your recruiting and retention efforts. The Wright Group utilizes many tools to assure your retirement program meets and exceeds marketplace returns based on your goals for your employees. Through consistent planning meetings TWG will keep you apprised of your organization and employees performance.