WESPAC was founded to deliver administration and recordkeeping services to retirement plans. Through WESPAC Plan Services, LLC, we still continue to offer the personalized service and creative level of plan design to small and mid-sized employers that the larger providers cannot. As a third party retirement plan administrator, we perform the duties necessary for a plan to comply with legal, regulatory, and the plan’s own requirements as set forth in the plan document.
WESPAC Advisors, LLC has been an SEC registered investment advisor* since 1995. WESPAC Advisors provides portfolio management services to our retirement plan clients, high net worth clients, and other registered investment advisors. Learn More.
WESPAC Benefit and Insurance Services provides an array of benefit plan solutions designed to save employers both time and money. A good health and welfare benefit plan is one of the largest recurring (and increasing) costs for businesses today, and our strategic relationships with the most prominent insurance providers can help save our clients money at each step of the way.
*Registration does not imply a level of skill or training.