Witkemper partners with you to maximize your company’s retirement plan. Our team has the knowledge and experience to assist your organization in coordinating 401(k) plans for employees and educating them on best investment strategies. Our services include 401(k) plans, profit sharing plans, cash balance plans, defined benefit plans.
As an independent advisor, Witkemper works with any plan provider and helps you choose the best match based on your needs and budget. Utilizing our services enables your organization to:
Simply plan management: Witkemper experts help you cut through the complexities of managing your plan by helping you design efficient tools customized for your needs.
Ensure your plans are fully compliant: We help you reduce administrative time managing regulations related to your retirement program by ensuring plans are fully compliant. As your investment advisor, we can manage your fiduciary responsibilities involving complex investment decisions such as monitoring irregularities and planning and signing off on important forms.
Reduce costs: As your investment advisor, our priority is keeping your fees as reasonable as possible.
For questions and additional information, please contact Pete Walkey, Senior Retirement Plans Advisor, at 317-727-5518. or Pwalkey@wig-ins.com