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Shop for the BEST Provider, Lower Cost - More Investment Options
 | WFS can build your company a 401k plan or replace the old tired
plan you're using now. |
 | We have access to the largest SUPERMARKET of investment choices
in the industry. Literally thousands of mutual funds to choose
from - or you can make your own! That's right, customized
mutual funds cost less too. |
 | We can build you custom features such as including your company
stock, self directed brokerage, personalized stock baskets, etc. |
 | Customizing Solutions for You
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More 401k Choices |
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How to shop - design your own 401k plan
- Talk with WFS about your 401k needs and goals.
- We will create an RFP and submit it to up to 8 401k providers
- The service providers will respond with comprehensive,
customized proposals based on your specific requirements
- Within 7 business days, we will sit down with you to review and
compare, apples to apples among the respondents. At your
fingertips, you will have all the vital and objective data from
which to make truly informed decisions.
- Together, we will select a couple finalists to meet with.
- Together, we will make the final selection.
COST? nothing! This is the kind of service you
should have been getting from your service providers all along.
Why should it cost anything?
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Executive Services
Business Transitions
Venture Cap, IPO, Acquisitions |
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Now
Call 610-363-2000
Get Started Now |
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