Resources

Brian Gergov, CPFA, AIF®, QKA, Director of Retirement Plan Consulting, and Dan Stampf, CFP®,Chief Product Officer at Wealth Enhancement Group were featured by PlanAdvisor in

Financial stress affects employee well-being and productivity. Learn how to build a financial wellness program that supports your team with education, retirement planning, and personalized guidance.

Thinking about switching 401(k) providers? Learn how to evaluate your current plan, compare fees, maintain investment options, and enhance fiduciary support and employee education to ensure your retirement plan meets today’s best practices.

Discover how the SECURE Act of 2019 enhances retirement savings with increased tax credits, extended plan adoption deadlines, and new rules for part-time employees

Learn best practices for running a retirement plan investment committee—from meeting structure and investment reviews to fee benchmarking and regulatory compliance.