Investment Services for Your Plan
Although WPG does not sell investment products, we have relationships with a wide variety of investment firms, which offer an array of investment products and services to plan sponsors. Our goal is to insulate the sponsor and its principals from ERISA’s fiduciary liability and to keep the administrative and investment costs to a minimum. Because of our considerable knowledge of the products available to qualified and non-qualified plan sponsors we can arrange presentations from qualified managers and product vendors and provide assistance in selecting the most appropriate investment providers.
Plan Design & Implementation
Plan Administration
Legal Services
IRS & DOL Voluntary Correction
Estate & Income Tax Analysis
Investment Services