The WELLthBuilder Experience
You deserve a retirement plan that makes it easy for you and your team to be successful.
A retirement plan is a great opportunity to save on taxes now, save for the future, and provide a competitive benefit to your most valuable asset – your employees. We believe the experience you and your employees have with it should be just as great.
3 Important Ways We Make Your Employer Experience Better
Seamless Onboarding
Our completely digital experience means no paper forms and a faster, smoother start.
An easy-to-follow onboarding “task tracker”
A dedicated implementation success team to support you every step of the way
Direct Payroll Contribution Processing
We’re integrated with more than 100 payroll providers, including many using iSolved and Kronos software.
Let’s talk about automating your process and making your plan that much easier to run.
Streamlined Plan Administration
As a fiduciary administration partner, our goal is to reduce your effort, time, and risk. Count on us to…
Oversee plan administration
Review loans, hardships, and distributions
Review deferrals and investment changes
Handling of all notices and disclosures
Sign off on Form 5500 and year-end filings
Manage Contributions & Investment Elections Easily
We’ve streamlined the view and the work for company owners and HR.
4 Ways We Make the Experience for Your Employees Better
Easy Digital Enrollment
The best way to set expectations about a great savings experience is to make enrollment easy. Ours is fast, intuitive, and all digital.
Intuitive Designs and Interactions
Everything your employees see has been designed to be easy to understand, navigate, and choose.
Hands-On Service
24/7 account access is great, but so is having a real person to talk to when you have questions. It’s all about creating confidence to be successful.
Unconflicted Advice
As fiduciaries to the plan, our investment advice puts your best interests first.
The WELLthBuilder team is here to make starting and running a successful retirement plan easier.
Talk to us about enhanced plan design and services, reducing your administrative burden, reducing your fiduciary liability, and lowering your costs.