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RETIREMENT PLAN CONSULTING

Employee retirement plans for business owners

We deliver customized retirement plan governance assistance to small and mid-size companies. Our retirement plan consultants will take on more of the responsibilities so that your plan is well-managed and your fiduciary obligations are addressed. 

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Recognized by the Best

Barron's Advisor Top Mega RIA Firms 2025
Forbes Top RIA Firms 2025 from Shook Research
USA Today 2026 logo

Barrons:Awarded on 9/12/2025 (Mega RIA). Ranked on assets, revenue, and quality of practice as of June 30th of the ranking year. Forbes: Awarded 10/1/25 for the period 3/31/24-3/31/25.  USA Today: Awarded 4/23/25 for the five-year period ending January 2025.

Retirement Plan Consulting

Comprehensive Guidance for Plan Sponsors

As more workers rely on employer-sponsored retirement plans to reach their financial goals, the pressure has increased on businesses to deliver. Doing it right means complying with complex laws and regulations while navigating vendors, plans, and performance metrics.

Our retirement plan consultants can help with intelligent plan design and support services, ongoing monitoring of vendors and investments, comprehensive retirement plan governance assistance, and operational support to help you confidently manage your group’s retirement plan. We can provide assistance with:

01

Investment Policy Statements

02

Investment Selection

03

Ongoing Support

04

Fiduciary Education

Our Philosophy

Plan Participant Education

The key to participant engagement is education. At Wealth Enhancement, our detailed approach to financial wellness helps make sure that your education program meets the specific planning needs of your employees. From digital content delivered directly to each participant to the creation of individualized action plans, we’ll help your participants set, prioritize, and gain confidence to reach their retirement goals.

Digital Content

Helping participants better understand their options.

Clarity

Jargon-free languages that clarifies and simplifies complex themes.

Help your employees reach their retirement goals

Schedule a no-cost meeting with one of our specialists to identify strategies that can work for you and your business.

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