Vendor Search

With us as your partner, you can choose from the universe of mutual funds — free from proprietary vendor or product pressures. We will help you select the mutual funds that most appropriately fits the specific needs of your firm and your participants.

Plan fee disclosure

Our customized disclosure reports include:

  • Participant statement fee disclosure
     

  • 404(c) notice preparation
     

  • DOL fee disclosure grid

 


Ongoing monitoring


Once your plan is in place, you can expect:

  • Monitoring of participation levels and performance
     

  • Ongoing fee update reports
     

  • Guidance on areas of improvement
     

401(k) Benchmarking Survey (Deloitte)

The 2012 Retirement Confidence Survey

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PlanWise Financial Group
4801 Spicewood Springs Road, Suite 200, Austin TX 78759

Phone: 512.290.9020  |  Fax: 512.290.9010 

This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, GA, ID, IL, LA, MA, MD, MI, MN, MS, NJ, NM, NY, OK, PA, TN, TX, UT, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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