Corporate Retirement Plans

Partnering with WPG’s retirement division will give you extensive retirement expertise, a wide array of plan options and investments, fiduciary assistance, technological innovation, and localized support.  We use an independent approach to design, review and service your corporate retirement plan.

Plan Design

Plan design is always an important consideration when reviewing or choosing a retirement plan.  Design flexibility lets you tailor the plan to help meet your company’s retirement benefit and business objectives, as well as key employee/owner needs.

Plan Review

Periodic reviews of your group retirement plan can provide valuable insight into the current levels of its success.  These snapshots give you the opportunity to evaluate your retirement plan benefit goals relative to real-time plan results, with the ultimate goal of providing you with information to help you make strategic adjustments as necessary.

Employee Education and Communication

We help with regular education meetings for employees by discussing asset allocation, diversification and communicating new IRS rules.  By having these meetings more employees will be enrolled, educated and prepared for their future.