Group Retirement Plans/401k

  • Analyze the current plan and determine needs
  • Assist in vendor search
  • Benchmark current plan services to industry standards and other providers
  • Help develop and review the investment policy statement
  • Perform due diligence reviews and analyses of investment performance.
  • Conduct employee education meetings
  • Review and determine the effectiveness of employee education material
  • Review all plan fees and costs against industry standards and plans of similar asset size and number of participants
Please contact us today at (631)750-6949 or to schedule a confidential, complimentary investment plan review.

Investment and Insurance Products Are:

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.

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