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At Retirement Plan Consulting Group, we navigate our clients through the complex process of maintaining a world class, compliant retirement plan.

Through our teams’ expertise, service and care, organizations we work with can fully focus on their business, while we assist with their management through all facets of their retirement programs.


Retirement Plans


INVESTMENT & PLAN DESIGN CONSULTATION

  • 3(21) services and 3(38) services
  • Investment menu design, screening and selection
  • Design and implement Investment Policy Statement (IPS)
  • Investment Committee guidance and/or training
  • Investment monitoring and watch lists
  • Qualified Default Investment Alternative selection
  • Customized risk-based or time-based allocation models
  • Target Date fund due diligence and glide path analysis
  • Consideration and selection of managed accounts
  • Outside brokerage account education and management

PLAN HEALTH AND BENCHMARKING

  • Regular benchmarking of all service provider fees and duties
  • Regular benchmarking of plan success statistics against peer group
  • Vendor proposal review and selection

PLAN GOVERNANCE

  • Vendor management and issue resolution
  • Fiduciary guidance for plan sponsors

PARTICIPANT ENGAGEMENT

  • Enrollment meetings
  • Quarterly financial wellness education
  • Roth vs. pre-tax consultation
  • One-on-one participant consultations
  • Distributions (in and out of plan)
  • Customized education
Retirement Plan Consulting Group

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DE, FL, GA, IL, KY, MA, MD, ME, MO, MT, NC, NH, NJ, NY, OH, OK, PA, TX, VA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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