Fiduciary Services

In today's world of increasingly complex regulations and ever-expanding investment possibilities, it's more challenging than ever to fulfill your fiduciary obligations as a retirement plan sponsor. That means it's never been more important to choose an advisor you can trust to help you navigate both the complexities and the opportunities.

At WESPAC Advisors, we serve in the capacity as a transparent path to protecting your firm, educating employees, fulfilling your responsibilities, and moving towards your goal.

Fiduciary Services Include:

  • Plan sponsor advice
  • Plan participant advice
  • Fiduciary review
  • Fiduciary training
  • Third-party administrator (TPA) and trustee selection
  • Transparent pricing
  • Risk management assessment

WESPAC is committed to helping retirement plan sponsors in all facets of their fiduciary duties.

A key aspect of this work is the determination of asset allocation guidelines that maximize return and minimize risk over a time period determined by plan liabilities. WESPAC Advisors, LLC ("WA"), a WESPAC company, has been providing full investment management consulting services to the retirement and high net worth investment community for over 10 years. Clients include pension and retirement plans, foundations, financial service organizations and high net worth individuals (Charles Schwab & Co., Inc. has chosen WESPAC to be a member of its exclusive network of independent investment advisors, which assists affluent investors by referring them to prescreened advisors. To qualify for membership, WESPAC met extensive criteria set by Schwab.) WA devotes considerable resources and expertise towards helping clients achieve financial success. WA develops customized solutions through continuous research into new investment products and strategies.

PRIVATE CLIENT GROUP
Schwab Advisors Network