Employer Retirement Plans
Detailed approach – WE Alliance Wealth Advisors provides customized solutions along with disciplined guidance to develop retirement plans that will meet your company’s needs as well as the needs of your employees. Our solutions are designed to help shield you against personal and corporate liability while at the same time preparing your employees for a better retirement.
Employee Education – Our belief is education of plan benefits and investment strategies lead to quality decisions by your employees. We have created a state of the art, technology based education platform customized to your company and employees. Your employees will be kept current on the plan with ongoing technology based education and onsite enrollment meeting.
Customized – WE Alliance Wealth Advisors Inc. works diligently to create a customized plan to ensure the goals of your business and your employees are achieved. Using a time-tested approach, your goals and needs are matched with the experience and knowledge of a fiduciary based plan provider. Your plan will reflect any legislative changes with periodic visits to ensure it is complaint.
Provider Benchmarking – To comply with your responsibility to make sure your plan remains competitive with services and costs, we will review your provider selection and request proposals every 3 – 5 years. A detailed analysis of technology services, plan compliance, record keeping, administration, plan compliance, employee communications and investment management of each provider will be completed. This will insure that you will have the needed information to make a qualified decision on your choice of provider.
Continued Investment Research – The goal of WE Alliance Wealth Advisors Inc. is to stay relevant with your investment policy statement. Working with you to re-evaluate, select, monitor and adjust your investment plan option, you will stay at the cutting edge with a plan that highlights yours and your employee’s retirement success.
3001 Douglas Blvd, Suite 142 • Roseville, CA 95661 • Toll Free: 800.355.8174 • Local: 916.325.0130 • Fax: 916.771.4475
Securities and Advisory Services offered through WE Alliance Wealth Advisors, Inc., a Registered Investment Advisor.
CA Insurance License #0A89858