Get More Value

We can help you deliver a higher quality retirement plan experience.

The WELLthBuilder team is committed to your success.

We’ll help you accomplish important goals.

We’ll make sure your plan’s design is attuned to meet your company’s unique situation and goals.

A plan can only optimize performance if it fits you and your people.

We’ll help you simplify enrollment, contribution processing, and plan administration.

You have a full-time job. Your plan shouldn’t be another.

We’ll reduce your fiduciary effort and risk through our administrative and investment oversight.

It’s all about applying people, process, and technology to best practices in plan management.

If your plan has 100 or more participants, consider a group or PEP plan design to reduce auditing costs and burden.

Talk to us about your auditing experience and needs.

Is your retirement plan working for you as well it could? How do you know?

A workplace retirement plan is essential to employers serious about attracting and keeping talent today.

The good news is, there’s never been a better time to start or enhance a plan. And when you partner with the WELLthBuilder team, you have retirement plan-focused professionals helping you every step of the way.

A WELLthBuilder plan is…

Designed to Fit You

A retirement plan can only maximize your potential for success if it’s designed around your company’s unique needs and goals.

WELLthBuilder plans are led by financial advisors who help create great experiences for you and your employees.

Easy to Start and Run

From all-digital enrollment to direct payroll contribution processing, we’re all about streamlining your work.

As your fiduciary plan administration partner, we oversee plan administration, communications, notices, and government filings to reduce your effort, time, and risk.

Actively Encouraging Positive Change

A great plan design is a passive opportunity. Our active commitment is to collaborate with you to encourage employees to participate and be more financially successful.

WELLthBuilder plans offer engaging video education, webinars, and one-on-one coaching to help your employees get on track.

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.