Prairie Financial Group operates as a service provider. We offer a variety of options, so you get a retirement savings solution customized to your needs. Because of our open architecture, we can offer access to any fund family. We mitigate your liability by acting as a 3(21) and 3(38) fiduciary for your retirement plan.
Our team will work with you to set up or maintain retirement plans, including 401k plans. We go beyond simply recordkeeping. We also provide additional investment management, financial planning and support services you and your employees need to get the most out of your plan.
Plan on support.
We offer comprehensive services to our business customers and their employees, including:
- Plan design and document creation.
- Investment design.
- Recordkeeping, including reporting, testing, and compliance services.
- Distribution and tax services.
- Employee education services including individual and group meetings.
- Direct investment advice, not just “guidance.”
Prairie Financial Group believes in being a resource for our clients. We encourage plan participants to call us directly with questions about their retirement savings plan. We are happy to discuss their plan, as well as their financial goals and a personal action plan.
Request an analysis of a new or existing plan. Connect with Prairie Financial Group.
Call (262) 522-7400 or Toll-Free (855) 591-2950 or email PrairieFinancialGroup@waukeshabank.com