Gruver Wealth Management of Wells Fargo Advisors offers pension and 401(k) consulting services. We help our clients create customized 401(k) plans, profit sharing plans, defined benefit plans, cash balance plans and pension plans for small to mid-size corporations, professional groups, associations, and self-employed individuals. Through the use of third party administrators that are independent from an investment management company, we are able to create highly customized plans designed to meet the ongoing obligations under ERISA as well as the needs of your specific situation. With the pension and 401(k) market constantly changing, business owners and management are faced to keep up with new regulations and practices to remain in good standing.
Our focus is to give advice to ensure that you can carry out your duties prudently and provide your employees with the education and advice they need to reach an optimal outcome upon retirement. We align ourselves where we can help clients navigate either a startup or existing plan through the design process to ongoing administration with their management and employees. Furthermore we will review and monitor the investment fund line-up to ensure that each plan participant has the opportunity to fully diversify their accounts in accordance with their own needs and risk tolerances.
If you’re looking to create a new pension, defined benefit, profit sharing, cash balance, or a 401(k) plan; or if you already have one in place, Gruver Wealth Management of Wells Fargo Advisors provides the consulting services that you need.