Our Retirement Plan Approach

The Zak | Jogani Wealth Management Group of Wells Fargo Advisors team provides comprehensive retirement plan and retirement income planning. The group focuses on assisting companies of all sizes with their retirement plan needs.
With 30 years experience, Theodore J. Zak has led the team assisting individuals and companies with their retirement plan and planning needs.  Mr. Zak is an Accredited Investment Fiduciary (AIF) and one of Wells Fargo Advisor’s Institutional Plan Fiduciary Consultant.
Many businesses create a retirement plan without a process or plan.  It is important that a financial advisor for the plan understands the roles of administrators, recordkeepers and actuaries.  The Zak | Jogani Wealth Management Group coordinates all plan services and creates a process to look out for the plan trustees and to maximize the experience for all plan participants.  Successful retirement plans have a process that can be easily followed and administered.  Good advisors to the plan look out for both the plan sponsor and the participants.

Why Choose Us

  • Investment Policy Statement Creation
  • Employee Education
  • Performance Reporting
  • Service Provider Search
  • Plan Benchmarking
  • Plan Fiduciary Meeting Support
  • E-Money Planning to All Participants
  • Local Presence

Retirement Plan Service Model for Plan Sponsors

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