SHRM_TL_11.10.17

White Papers by Wealthcare Financial Group, Inc.

  • Free Wealthcare Financial Plan

    Wealthcare Financial Group, Inc. is pleased to offer a complimentary financial plan to the employees of SHRM member organizations/firms. A copy of our free financial plan can be downloaded below for your review.
  • Organizations That Have Benefited From Free SOFA Workshops

    As a proud member of The Society for Financial Awareness (SOFA), Wealthcare Financial Group, Inc. have presented to a number of organizations throughout the U.S. including The National Basketball Association (NBA), California National Guard, Bechtel Corporation, Fannie Mae, Booz-Allen Hamilton,...
  • Learn More About The Society For Financial Awareness (SOFA)

    SOFA, The Society for Financial Awareness is a 501(c)(3) Non Profit Public Benefit Corporation. Our Mission is to provide financial education across America, one community at a time. How We Service Your Organization/Company: SOFA has provided education to companies and organizations...
  • A list of organizations that have benefited from free SOFA workshops

    Wealthcare Financial Group, Inc. is a proud member of The Society For Financial Awareness (SOFA). SOFA members have conducted financial education events at more than 10,000 locations - as community volunteers. Contact us to schedule your group's FREE workshop now! (240) 482-3752 |...
  • Introduction to WealthGuard: An Early Warning System for Your 401k or 403b

    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.
  • Understanding New Comparability Plans

    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...
  • Plan for the Life YOU Want In Retirement

    Wealthcare Financial Group, Inc. is pleased to present this guidebook to employers, as a helpful resource for their employees who are near retirement.
  • Self-Assessment of Fiduciary Excellence for Investment Stewards

    Coupled with the "Periodic Table for Investment Stewards", this Self-Assessment of Fiduciary Excellence (SAFE) is provided to assist investment stewards in analyzing how well their portfolio meets the Global Standard of Fiduciary Excellence defined by the Center for Fiduciary Studies.
  • The Benefit of Choosing an AIFA Designee

    Provides insight into the value-added services of financial advisors who are retirement plan professionals, that have completed the Accredited Investment Fiduciary Analyst (AIFA) designation.
  • Guide to Retirement Plan Administration

    When you actually step back and review all that is involved in establishing managing and monitoring a qualified plan, it is little wonder why plan sponsors turn to retirement plan consulting firms like Wealthcare Financial Group, Inc. for help. Even with assistance understanding the information,...
  • Code of Ethics for Accredited Investment Fiduciary Analyst (AIFA) Designees

    Financial advisors who have completed the Accredited Investment Fiduciary Analyst (AIFA) designation serve as wealth managers, retirement plan advisors and consultants, as well as investment advisors on behalf of institutional and individual clients. Those who have completed the extensive...
  • Defining Plan Success Guide

    A step-by-step guide to assist plan sponsors with viewing the success of their plan from the perspective of all involved. This guide will provide helpful insight into regulatory matters for qualified plans, understanding key plan management issues, including the additional resources available to...
  • 401(K) Due Diligence Guide for HR Directors and Plan Sponsors

    When a retirement plan is set up with both the goals of the employers and the needs of the employees taken into consideration, a retirement plan can provide many benefits to a company and their workforce.
  • Retirement Plan News - Winter 2017 Edition

    Review Plan-related Insurance Protection: It's not unusual to see litigation against retirement plans in the news. Sponsors of 401(K) and other defined contribution retirement plans should evaluate their fidelity bonds and fiduciary liability policies to make sure they have adequate...
  • Employee Report Card - How Well Have You Prepared For Your Retirement?

    Does your employee participants know how much money they need to save to achieve their basic retirement needs? How much risk are they exposed to within their investment choices? Do they understand how to properly allocate their 401(K) investment sub-accounts to best reduce risk and do their...
  • Employer Report Card - How Effective Is Your Plan Management Process?

    Managing all this is required to run an effective and compliant employer-sponsored plan takes a thorough understanding of what is required and a commitment to getting it done right. As an employer, you can take steps to help ensure your plan is successful and Wealthcare Financial Group, Inc. is...
  • ERISA SECTION 404(c) CHECKLIST

    The following checklist is provided to help you understand the provisions of ERISA Section 404(c). This list does now warrant to be all inclusive of the requirements for meeting Section 404(c) provisions. Consult your attorney for assistance in meeting ERISA compliance requirements.
  • Retirement Plan News - 4th Quarter 2016: Review Plan-Related Insurance Protection

    It's not unusual to see litigation against retirement plans in the news. Sponsors of 401(K) and other defined contribution retirement plans should evaluate their fidelity bonds and fiduciary liability policies to make sure they have adequate protection.
  • Fiduciary Audit File Checklist for HR Directors and Plan Sponsors

    Success is when opportunity and preparation meet. Therefore, the following items pertaining to your company retirement plan should be consolidated into a central location, reviewed annually, and updated when necessary.
  • Fiduciary Responsibility Guide for HR Directors and Plan Sponsors

    This helpful guide will assist plan sponsors and HR Directors with understanding their responsibilities under ERISA.
  • Investment Education Guide - Obligations of an Investment Fiduciary

    Investment stewards are held to a high legal standard because they are responsible for investing money on behalf of plan participants and their beneficiaries. It's important to understand though that ERISA's test of prudence is one of conduct, and not of the results or performance of the...
  • Retirement Education Guide for Employee-Participants

    Are your employees prepared for retirement? A retirement plan cannot be considered successful if employees do not understand the benefits being offered and do not participate in the plan.
  • Setting the Standard for Fiduciary Excellence - Evaluating the Fiduciary Standard

    The fiduciary standards requires that those who provide investment advice or manage assets for individuals, families, retirement plans, trusts, endowments, and foundations act solely in the interests of the beneficiaries of their services. This publication provides insight into the...
  • Financial Planning Options

    Wealthcare Financial Group, Inc. is pleased to present "Options", a quarterly newsletter that provides insight about comprehensive financial planning, portfolio management and retirement & estate planning.
  • Retirement Plan News

    Wealthcare Financial Group, Inc. presents "Retirement Plan News", a newsletter for Human Resource professionals and employees.