Qualified Plans

When you partner with Wheeler Associates, you will get personalized consulting from a retirement plan specialist who is committed to designing the plan that meets your objectives and helps your employee achieve their long-term goals.

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what is best for you and your company while ensuring the financial wellness of all your employees. We help you get the most out of your plan by collaborating with you every step of the way, providing:

• Personalized guidance: Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.
• Fiduciary knowledge: We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you are serving the best interest of your employees.
• Investment support: We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.
• Customized education programs: We will help your employees plan for today while saving for their future with a focus on financial wellness as a part of their overall retirement goals.