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Retirement Plans

You operate your business with the highest level of commitment and responsiveness. Your retirement plan demands the same attention, and your employees deserve the best.

We help you explore, define and prioritize your plan goals. Part of this process is the evaluation of your plan for cost competitiveness, regulatory compliance, potential liability and overall plan effectiveness. We value your employees and commit that they will have access to all of the investment planning services we offer.

Plan and Vendor Evaluation

  • Plan Design Consulting   
  • Plan Provider Consulting
  • Solicitation of proposals from over 20 potential providers
  • Demographic Analysis
  • Evaluation of Proposals and New Services    

Plan Implementation

  • Creation and Documentation of Investment Policy Statement
  • Development of Education Policy Statement & Communication Strategy
  • Due Diligence on Investment Options
  • Assistance with Section 404(c)  Requirements
  • Diversification and Analysis of Styles within each Investment Category
  • Coordination of Enrollment Meetings
  • Organization of Participant Education

Plan Services

Participant Services

  • Enrollment Meetings
  • Review Meetings
  • On-site Investment Education
    • General Investing
    • College Savings Planning
    • Retirement Planning
    • Life Event Planning
    • Distribution Options for Retirees

Plan Sponsor and Committee Service

  • Plan Review – Investment Benchmarking, Expense Evaluation, Regulatory Compliance
  • Investment Policy Statement Review
  • Education Policy Statement Review
  • Monitor Program Enhancements
  • Transition Support Given Provider and Sponsor Personnel Turnover
  • Benchmarking of Plan Services offered, Utilization and Overall Plan Competitiveness
  • Formal Plan Review Periodically and as Needed
  • Evaluate Plan Demographics
  • Solicit Bids from New Vendors
Buehler & McKee Financial Group

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 (CA, CO, DE, FL, GA, IL, IN, KY, MD, MI, MT, NC, ND, NJ, NY, OH, OR, PA, SC, TX, VA, VT, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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