Shop for the BEST Provider, Lower Cost - More Investment Options

bulletWFS can build your company a 401k plan or replace the old tired plan you're using now.
bulletWe 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.
bulletWe can build you custom features such as including your company stock, self directed brokerage, personalized stock baskets, etc.
bulletCustomizing Solutions for You
 

More 401k Choices

 

How to shop - design your own 401k plan

  1. Talk with WFS about your 401k needs and goals.
  2. We will create an RFP and submit it to up to 8 401k providers
  3. The service providers will respond with comprehensive, customized proposals based on your specific requirements
  4. 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.
  5. Together, we will select a couple finalists to meet with.
  6. 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?
 

Executive Services

Business Transitions

Venture Cap, IPO, Acquisitions

 

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Call 610-363-2000

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