Retirement Plan Information
WPG provides complete design, actuarial and administrative services to sponsors of qualified retirement plans.

Our staff of employee benefits specialists is dedicated to providing dependable, quality service and guidance to pension plan sponsors. Qualified retirement plans remain the single-most effective means for small and medium sized companies to maximize retirement benefits and minimize income taxation. Our goal is to enable our clients to enjoy the benefits offered by a tax-favored pension or profit sharing plan without experiencing the administrative burdens and hassles often associated with a plan’s operation.

Our staff plays an active role in the design and operation of retirement plans. We assist during every stage of a qualified plan’s life cycle, from its inception, through its operation, and, if necessary, to its termination, thus assuring that throughout its life cycle the plan continues to meet each client’s objectives.
Whether it is a new or restructured retirement program you are seeking, we will work closely with you and your financial and investment advisors to ensure that the particular retirement program designed for you meets your financial objectives.

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WPG offers clients full service administration, including compliance with ERISA’s annual reporting and disclosure requirements and nondiscrimination testing for all qualified plans.

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Special Services
Legal Services
IRS & DOL Voluntary Correction
Estate & Income Tax Analysis
Investment Services