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Wheeler Retirement Plans (WRP) knows there is more to sponsoring an employer plan than just selecting an Investment partner. Plans must fit with everyone’s needs, from entry-level to management. We firmly believe there is a solution for an established business, non-profit, and/or government agency, that is easy to administer, governed to ERISA standards, and cost-effective. WRP offers retirement choices that limit your fiduciary exposure and administration all while helping your employees achieve retirement success.
Participants rely on an investment menu being suitable for both the astute investor and those in their first retirement plan. WRP’s investment selection process offers the most efficient share classes available based on Recordkeeper options.
Should an employee not choose their own investment, the committee’s primary responsibility is to prudently select the default investment option for their plan. WRP, in partnership with the committee, utilizes the employee demographic data to find the most suitable QDIA.
All investment options are monitored on a quarterly basis through Retirement Plan Advisory Group (RPAG), an ERISA-derived scoring system that is governed by a signed Investment Policy Statement.
WRP’s relationship with the Investment Committee is a partnership. Our focus on fiduciary education assures that each party understands their role in the governance of the plan. It is our job to document the Committee’s process, providing transparency in plan decision-making.
A benefit isn’t a benefit unless it’s understood. WRP becomes a trusted partner in your employee’s retirement planning and will help to navigate their long-term goals. Our customized wellness program aims to deliver practical answers to unique employee questions and challenges.
To select the appropriate Recordkeeper, WRP evaluates the BIG THREE: Investment, Recordkeeping, and Revenue Sharing Expenses. Provider fees are benchmarked against all plans in RPAG based on comparable number of participants and plan assets to make an informed decision that satisfies the Investment Committee goals.
WRP strives to simplify the complicated landscape of 401(k), 403(b), 457(b), and other qualified/non-qualified plans so companies and employees are empowered to make educated decisions. Our consulting, implementation, governance, and engagement are foundational to our practice and are recognized in the marketplace.
Ryan has been a partner at Wheeler Associates and Wheeler Retirement Plans since 2014. As WRP’s Qualified Plan Director, he holds the Chartered Retirement Plans Specialist® designation, bringing broad experience to the qualified/non-qualified plan space, from sponsor to the participant.
The monthly newsletter that will bring you the latest developments from the qualified plan space & provide updates for the retirement team at Wheeler Retirement Plans.
324 West Superior Street Suite 1000 Duluth, MN 55802
218.336.8524 | Fax: 218.722.0945
RCoole@wheelera.com
Monday – Friday:
8:30 AM – 5:00 PM
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Retirement Plan advisory services offered through Wheeler Retirement Plans LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth.