Creating and implementing the right retirement plan can be a challenge, especially with the wide range of options and responsibilities involved. Changes in federal legislation and regulations occur regularly, and staying current with these laws requires ongoing study, time, and careful attention. We can provide an in-depth review of your existing plan to ensure it remains compliant, up-to-date, and maximizing all of the benefits currently available to your organization and its participants.

Wisely Advised consults on private and public pension plans. We act as a fiduciary to the plan and help the trustee’s to determine the plan’s investment objectives and restrictions, allocate plan assets, select money managers, choose fund options, track investment performance and help select other service providers needed by the pension plan. Our job as the Investment Adviser is to provide unbiased advice and provide complete transparency to each and every one of our clients, ​

When we manage a retirement plan, we take a comprehensive approach and review every part of the plan. We begin by evaluating internal fees, investment selection, the current record-keeping platform, and the Third Party Administrator to ensure each component is performing effectively. If we determine that improvements are needed, we gather proposals from qualified third-party vendors, present options, and handle the full implementation of any recommended changes.