Content by Wealthcare Financial Group, Inc.

  • 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.

    Download this free resource »

  • 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...

    Download this free resource »

  • 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,...

    Download this free resource »

  • 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...

    Download this free resource »