Retirement Plan Services - Foundation Wealth Management

Are you busy doing what you do best? Are you proud to be an American but wish the regulations regarding the administration of your retirement plan weren’t quite so onerous? Do you worry about a surprise audit from the Department of Labor? Or maybe you worry that an employee might say your retirement plan didn’t do what they claim you said it would do? We can help.

Employer Retirement Plan Services

As a Registered Investment Advisor and fan of plan sponsors in general, we, by law, are Co-Fiduciaries with you. We know what the government requires. We can provide the retirement planning services your employees need. We even know how to help ensure that your participants view the plan as the valuable benefit that it is. By objectively reviewing your retirement plan structure, we can identify your vulnerabilities, improve your investment line up and relieve the associated stress.

About Retirement Plan Services

The Fiduciary Review Process
FWM is an SEC registered investment adviser under the Investment Advisers Act of 1940. In performing Fiduciary Services, it is acting as a fiduciary of the Plan under the Employee Retirement Income Security Act (“ERISA”) for purposes of providing discretionary investment advice. Fiduciary … [Continue Reading...]
Your First Meeting
Our objective is to provide our clients with a retirement plan solution that accomplishes their goals in the most cost effective manner, with the best possible investment alternatives. If your plan has already been established, FWM will conduct a comprehensive Fiduciary Review of your existing … [Continue Reading...]