Retirement Plan Services / Consulting

At Western Wealth Benefits, we work with corporations, governmental entities, and nonprofit organizations on  retirement planning and plan management. While companies, industries, and employee sizes may differ, most of our clients have one goal in common: plan optimization and financial/retirement readiness.

As an extension of your team, WWB will offer the following services:

Plan Design Assistance, Market Reviews/Investment Services, Fee Benchmarking, Due Diligence Assistance for Merger and Acquisitions, Employee Communication/Education, Compliance Support, Vendor Analysis, Fiduciary Guidance, Liaison for Plan Administration and Operation.

We work with the following plans:

• 401(k)
• 403(b)
• 401(a)
• 457(b)
• Non-Qualified Deferred Compensation Plans
• Defined Benefit Plans

Have Western Wealth Benefits help you with your plan! We can assist with the management of  your existing plan or help you create a customized plan for your organization.

Please call 303-564-8985 or contact us for more information to get started.

We begin by gaining a deep understanding of the retirement plan management and how it fits within each client’s goals and culture.

Our fact-finding during this stage provides the foundation for the development of our services.

Western Wealth Benefits will help clients with:

• Plan compliance
• Plan documents and reporting
• Review of plan operation and administration
• Provide guidance on potential options for plan changes based on new regulatory requirements
• Review potential options to help address non-discrimination test failures, if applicable

Let Western Wealth Benefits help you manage your financial plans! Please call (303) 564-8985 or contact us for more information.