Retirement Plans

Our Retirement Plan Services Philosophy

The following core beliefs form the basis of our retirement plan services philosophy and contribute to the design and structure of our services and strategic partnerships:

Build the right team to meet both plan level and participant needs

• Provide objective evaluations, flexible solutions and expertise
  
• Assume responsibility by acting as plan co-fiduciary for investment selection and monitoring
  
• Deliver value for fees paid
  

Provide key support, oversight and coordination

• Schedule recurring investment and plan reviews
  
• Build connections with employees to improve preparation for retirement
  
• Assist with compliance and administrative tasks
  

Keep you informed

• Clear and effective communications
  
• Analysis of data by our experienced professionals
  
• Identify and prioritize areas that need improvement

Plan Sponsor Support

We understand that retirement plans can be complicated. Our services are designed to allow you to focus on running your business.
Plan and investment oversight through a structured and documented process. You can count on us to:

• Manage the investments
  
• Provide purpose-driven investment solutions
  
• Assume decision making responsibility through 3(38) fiduciary services

Strategic partnerships with top-tier service providers. You’ll collaborate with innovative digital record keeping solutions that provide:

• Robust online services
  
• Reporting and tools
  
• World-class technology that secures sensitive data

Pro-active engagement through multiple channels, including:

• Clear and personalized communications
  
• On-site group meetings or individual appointments

Plan Participant Engagement

We provide more than just money management. Our team can help participants identify and achieve their overall financial goals so they can rest easy about their retirement. We provide:

Education and updates about the plan to help your employees:

• Utilize the plan the right way through positive behaviors, like increasing savings and keeping money invested
  
• Identify goals and provide action steps that lead to better outcomes

Financial planning insights and resources so your employees can:

• Look at the big picture, such as other goals they may have or life events that can impact retirement savings
  
• Integrate their retirement plan into a more comprehensive financial plan

 

Our Team

We will help you manage the plan from start to finish, and every step in between:

• Review the plan design to maximize available benefits, incentivize savings, align with company profitability, and recruit and retain top talent
  
• Navigate the complexities of regulatory compliance and industry trends
  
• Provide updates on how well the plan is working for you and your employees
  
• Provide HR support services related to contributions, census, distributions/loans, compliance testing and 5500 filing

With access to our entire Wealth Management and Prairie Trust teams, you and your employees will benefit from our diverse expertise ranging from investment management to special needs trust to estate services and more.

 

Learn more about our retirement plan services. Connect with us today!

Annette Klare

 

 

Or contact us at (262) 522-7400 or email WealthManagement@waukeshabank.com.