SHRM leaderboard 12/19/16
Products by Wealthcare Financial Group, Inc.
  • Retirement Plan Services

    At Wealthcare Financial Group, Inc. we assist employers with achieving greater levels of transparency, efficiency and cost savings. We also seek to improve investment performance within a company-sponsored retirement plan. Our Statement of Work explains our review process and how we utilize the... Read More
  • Institutional Investment Consulting

    Our institutional investment consulting services is governed by the rules, principles, practices and procedures of ERISA, UMIFA and UPIA. We understand the legal precedents, applicable rules, guidelines and best practices that govern the delivery of investment services to institutional investors. Read More
  • Fiduciary Consulting for Defined Contribution Plans

    An Accredited Investment Fiduciary Analyst (AIFA®) practitioner provides the accurate assessment of an investment fiduciary organization to determine if their practice conforms to a Global Fiduciary Standard of Excellence; and whether the organization has satisfied the Forty Six Practices... Read More
White Papers by Wealthcare Financial Group, Inc.
  • Introduction to WealthGuard: An Early Warning System for Your 401k or 403b By

    WealthGuard is a free-of-charge service that helps you watch over and protect your heard earned savings. It monitors all of your investment accounts daily, helping to reduce the possible effects of a large market crash and providing you with greater peace of mind. Read more
  • Understanding New Comparability Plans By

    A new comparability plan is a qualified profit-sharing plan that can have more substantial contributions for favored employees (usually higher-paid workers and key employees). With this type of plan, contributions are not allocated strictly as a percentage of compensation. Instead, by dividing... Read more
  • Plan for the Life YOU Want In Retirement By

    Wealthcare Financial Group, Inc. is pleased to present this guidebook to employers, as a helpful resource for their employees who are near retirement. Read more
News about Wealthcare Financial Group, Inc.
  • Investopedia Advisor Insights Featuring Wealthcare Financial Group, Inc. Posted

  • Introduction to WealthGuard: Early Warning System for 401(K) and 403(B) Retirement Plans Posted

  • Avoid Making Retirement Planning Mistakes Posted