SHRM_TL_3.16.18
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.
  • Year 2020 Contribution Limit Increases for Qualified Retirement Plans By

    The IRS makes adjustments to the cost of living, which also impacts the employee and employer contribution limits to 401(K) and Profit Sharing Plans. Download our PDF. Read more
  • Fiduciary Audit File Checklist By

    The following items pertaining to your company retirement plan should be consolidated into a central location, reviewed annually, and updated when necessary. Read more
  • Free Wealthcare Financial Plan By

    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. 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