DESIGN SUMMARY
Imagine a best-in-class 401(k) service platform placed on a foundation of solid investment expertise using a conflict-free fund selection process and you will have just seen the future with the WealthHarbor Select 401(k). Regardless of the size of your plan, you now have the freedom of the WealthHarbor Select 401(k). Traditional 401(k) plans offer limited fund selection, hidden fees, confusing pricing schedules, and limited fiduciary protection. WealthHarbor replaces these obsolete plans with new technologies that offer fully secure web-based record keeping and administration, conflict-free investment architecture, fully disclosed pricing, plan stability, and fiduciary protection.
The WealthHarbor Select 401(k) is an innovator in its field that is able to provide objective expertise, fiduciary protection on fund selection, customized investment policy statements, participant education, investment advisory services, asset class analysis, portfolio modeling, and annual plan due diligence.
The future of fiduciary liability is also available today. Plan providers should no longer require you to use the funds they select without assuming the fiduciary liability for those funds. At WealthHarbor Retirement Services we deliver what others refuse to provide… responsibility. We accept the responsibility of fund selection by using a completely objective approach designed around a conflict-free selection process. Our objectivity is further enhanced by returning fund credits and 12b-1 fees back to you to offset your expenses. This allows our research team to identify the best funds based on their performance, stability of management, and style quality in order to deliver a Best-in-Class fund portfolio. And since we are able to do the fund selection from an independent and completely objective standpoint, we assume fiduciary liability. Reducing your costs through mutual fund credits, providing some of the best funds available, and assuming fiduciary responsibility for fund selection keeps us way ahead of the competition and gives you and your employees a value-packed retirement platform of many top quality funds.
WealthHarbor has assembled a team of dedicated specialists; each focused on their specific function to assure you of a Best-in-Class platform unique to the industry. You receive flexible plan design, complete compliance testing, participant record keeping and administration, investment selection, and employee education from a team of professionals dedicated to serving you. The Select platform also gives you the freedom to work with local TPAs if you so choose.
Include an ACCREDITED INVESTMENT FIDUCIARY™ available to provide ERISA level expertise to your Investment Committee as well as fiduciary protection for you, and your company will have a 401(k) plan that will be there for you and your employees to build a sound retirement future.
Imagine a best-in-class 401(k) service platform placed on a foundation of solid investment expertise using a conflict-free fund selection process and you will have just seen the future with the WealthHarbor Select 401(k). Regardless of the size of your plan, you now have the freedom of the WealthHarbor Select 401(k). Traditional 401(k) plans offer limited fund selection, hidden fees, confusing pricing schedules, and limited fiduciary protection. WealthHarbor replaces these obsolete plans with new technologies that offer fully secure web-based record keeping and administration, conflict-free investment architecture, fully disclosed pricing, plan stability, and fiduciary protection.
The WealthHarbor Select 401(k) is an innovator in its field that is able to provide objective expertise, fiduciary protection on fund selection, customized investment policy statements, participant education, investment advisory services, asset class analysis, portfolio modeling, and annual plan due diligence.
The future of fiduciary liability is also available today. Plan providers should no longer require you to use the funds they select without assuming the fiduciary liability for those funds. At WealthHarbor Retirement Services we deliver what others refuse to provide… responsibility. We accept the responsibility of fund selection by using a completely objective approach designed around a conflict-free selection process. Our objectivity is further enhanced by returning fund credits and 12b-1 fees back to you to offset your expenses. This allows our research team to identify the best funds based on their performance, stability of management, and style quality in order to deliver a Best-in-Class fund portfolio. And since we are able to do the fund selection from an independent and completely objective standpoint, we assume fiduciary liability. Reducing your costs through mutual fund credits, providing some of the best funds available, and assuming fiduciary responsibility for fund selection keeps us way ahead of the competition and gives you and your employees a value-packed retirement platform of many top quality funds.
WealthHarbor has assembled a team of dedicated specialists; each focused on their specific function to assure you of a Best-in-Class platform unique to the industry. You receive flexible plan design, complete compliance testing, participant record keeping and administration, investment selection, and employee education from a team of professionals dedicated to serving you. The Select platform also gives you the freedom to work with local TPAs if you so choose.
Include an ACCREDITED INVESTMENT FIDUCIARY™ available to provide ERISA level expertise to your Investment Committee as well as fiduciary protection for you, and your company will have a 401(k) plan that will be there for you and your employees to build a sound retirement future.
