Corporate Retirement Plans

At Arbor Wealth Management, we are passionate about working closely with business owners to help ensure they are providing their employees with the most up-to-date, competitive retirement benefits. Our goal is to provide a high level of service, whether it’s educating a large staff about 401(k) benefits or setting up a Defined Benefit Plan to help you save even more before you retire.

Plan Benchmarking

  • Assessments of participant utilization and overall plan health
  • Cost comparison of fees and expenses
  • Competitive analysis of plan design and features

Fiduciary Management Education

  • Investment Policy Statement review
  • Education Policy Statement review
  • Fiduciary briefcase for plan record retention
  • Assist with document due diligence process

Participant Education

  • Onsite seminars
  • Customized enrollment meetings
  • One-on-one employee meetings
  • Participant newsletters
  • Multi-lingual forms and meetings

Service Provider Review & Consultation

  • Evaluate proposals
  • Negotiate competitive cost structure
  • Serve as a problem resolution liaison
  • Coordinate effective service strategy

Investment Review & Performance Reporting

  • Performance reports
  • Diversification review
  • Benchmark investment expenses
  • Investment search and recommendation
  • Ongoing support

Plan Design Analysis

  • Alignment with business goals
  • Optimization review
  • Employee demographic analysis
  • Coordination with other employee benefit plans
Arbor Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, HI, IA, IL, KS, KY, MN, MO, NE, NJ, NM, OH, OK, PA, SD, TX, VA, VI, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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