11/12/2025 SHRM Leaderboard
11/12/2025 SHRM Leaderboard

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Browse all whitepapers and guides from Wealthcare Financial Group, Inc. in one place.

Learn More About The Society For Financial Awareness (SOFA)

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,...

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Code of Ethics for Accredited Investment Fiduciary Analyst (AIFA) Designees

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...

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Free Wealthcare Financial Plan

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...

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Plan for the Life YOU Want In Retirement

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.

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IRS Updates COLA Limits for 2020

IRS Updates COLA Limits for 2020

The chart below summarizes current and historical limits related to retirement plan contributions. If you have any questions about this information or how it...

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Fiduciary Audit File Checklist

Fiduciary Audit File Checklist

The following items pertaining to your company retirement plan should be consolidated into a central location, reviewed annually, and updated when necessary.

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Employee Report Card - How Well Have You Prepared For Your Retirement

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...

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Retirement Plan News

Retirement Plan News

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

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Employer Report Card - How Effective Is Your Plan Management Process?

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...

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Investment Education Guide - Obligations of an Investment Fiduciary

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....

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A list of organizations that have benefited from free SOFA workshops

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...

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Introduction to WealthGuard: An Early Warning System for Your 401k or 403b

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,...

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Understanding New Comparability Plans

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...

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Self-Assessment of Fiduciary Excellence for Investment Stewards

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...

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The Benefit of Choosing an AIFA Designee

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...

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Guide to Retirement Plan Administration

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...

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Defining Plan Success Guide

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...

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401(K) Due Diligence Guide for HR Directors and Plan Sponsors

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...

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ERISA SECTION 404(c) CHECKLIST

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...

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Fiduciary Responsibility Guide for HR Directors and Plan Sponsors

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.

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Retirement Education Guide for Employee-Participants

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...

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Setting the Standard for Fiduciary Excellence - Evaluating the Fiduciary Standard

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...

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Financial Planning Options

Financial Planning Options

Wealthcare Financial Group, Inc. is pleased to present "Options", a quarterly newsletter that provides insight about comprehensive financial planning,...

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SHRM MedRect 5/6/26
5/16/25- SHRM- 3:1
3:1-2nd Position 3/26/26
11/8/21- SHRM- 3:1
SHRM 3:1 4th 10.1.25
EmployeeCare 5th 9/2/2025
SHRM 3:1 - 6th 2.3.26
BLP 3:1 SHRM 2.6.26
SHRM 8th 2.18.26
6.1.26-SHRM-BLB
6.1.26-SHRM-BLB