PARTICIPANT FRIENDLY BENEFITS

Your retirement plan is only as good as your participants perceive it to be. The WealthHarbor Select 401(k) caters to the needs of your participants.

  • Participant-Friendly Web Site. Whether your employees want a simple check on account balances, investment assistance, or enrollment information; our easy to use web site delivers. The site is designed with your participants in mind. It is a non-complicated, plain English, easy to maneuver resource that will provide needed information to your employees and time saving functionality to you.
  • Investment Assistance. The level of investment experience varies greatly among participants. Because WealthHarbor is a Registered Investment Advisor, we can provide assistance to your most sophisticated participants on fund selection and asset allocation, as well as offer a managed portfolio for those participants that want to leave the investment decisions in the hands of the professionals. This level of investment expertise cannot be delivered by traditional plan providers.
  • Enrollment. WealthHarbor Select 401(k) offers both the technology for on-line enrollments as well as the professional service of in-person enrollment meetings. You make the selection. We provide the service. Your enrollment guides are specifically designed to be simple, easy to understand and a complete source of information.
  • Personal Service Access. Sometimes assistance needs to be delivered person to person. In addition to the vast information available on the web site, WealthHarbor and our record-keeping partner offer responsive email and toll-free participant assistance. Most inquiries can be answered immediately. For the tougher questions, our pledge is 24-hour response time.
  • Plan Statements. Why wait around for a quarterly statement? The WealthHarbor Select 401(k) allows participants to print statements any time and for any time period. You can print a statement for the last 8 months or the last 3 days. It’s as simple as a couple of clicks on the computer. Quarterly statements are also provided for participants that prefer the more traditional approach.


At WealthHarbor Retirement Services we use a multifaceted approach to making your employees comfortable with their 401(k). This includes on-site enrollment presentations, simple to understand enrollment documents, one-on-one level consultations to answer questions and provide advice, and a very user-friendly web site designed around the needs of your employees.