Retirement Services
Your organization has individual needs, so your retirement plan must be responsive to those needs. Key issues, such as cash flow, organizational structure and size, factor into the type of plan design you select. The bottom line is that the design and provisions of your retirement plan affect how your organization’s employees are compensated.
Vendor Search: WHA Financial Solutions manages the request for proposal process, and evaluates and rates vendor services, fees and investment management capabilities.
Plan Design and Features Analysis: We can help design a plan that meets the needs and objectives of your organization and helps attract and retain quality employees.
Selecting and Monitoring the Plan’s Investments: WHA Financial Solutions provides a disciplined and objective approach to the selection and monitoring of your plan’s investment options. We start with best-of-breed investment options, which mitigates your fiduciary obligations and allows your participants to facilitate proper asset allocation. We then evaluate and monitor those funds on an ongoing basis to ensure that the funds meet your risk and return expectations. Our process provides a solid foundation for meeting your fiduciary responsibility.
Design and Implementation of Customized Employee Investment Programs: Positive employee perception is critical to the success of any retirement program. We work with you to design and implement customized programs to generate plan awareness and motivate employee participation. Our tailored communication program ensures that your employees are better-informed participants with well-diversified assets. We offer:
- On-site group enrollment meetings
- Regularly scheduled group and individual plan education
- Post-employee education
- Internet workshops
Service, Technology and Day-to-Day Administration: A plan that is not easily administered or serviced correctly can burden your staff unnecessarily. Exceptional customer service minimizes time spent administering the plan. We offer:
- Investment policy guidance, selection tools and monitoring assistance
- Annual plan reviews
- Dedicated installation, conversion and account management
- State-of-the-art administration, reporting and compliance
- Call center, website and voice response
- Customized enrollment program
- Individual retirement counseling
- Dedicated, on-site, salaried retirement consultant
- On-line education, research, guidance, and advice
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