Vistica Wealth Retirement Plan Services: Doing What’s Right by You
Retirement plan sponsors have an enormous responsibility when providing a 401(k) plan to employees. Determining plan fees is often an arduous task. Some service providers make it nearly impossible to determine how much you and your employees are paying for service that may be lacking to begin with.
At Vistica Wealth our goal is to partner with you to provide your participants’ personalized advice and professionally designed portfolios, while safeguarding your own interests by agreeing, in writing, to a simple fiduciary promise to do what’s right for you, your employees and your company.
Why do so many other retirement plan product providers find that so hard to do?
What do Our Retirement Plan Services Mean to You and Your Employees
Comprehensive fee and investment analysis on your current plan. We begin by offering a no-cost, no-obligation fee and investment analysis of your current plan. Even if the analysis demonstrates no changes are needed, completing periodic reviews helps you demonstrate that you are fulfilling an important part of your fiduciary commitment to plan participants.
Alternative solutions based on open architecture. As independent advisors, we work exclusively for our clients and are not bound by product offerings or similar conflicts of interest. Our solutions are designed exclusively around your company’s needs.
Smoothly managed portfolio changes. Before making a change, you need to have proper documentation to warrant and justify the need and reasons for a change based on participants’ best interests. We handle most of the burden of making a change for you, while providing documentation to help assure successful execution.
Participant-focused services. Participants have ready access to portfolio and savings advice through an interactive website available anytime.
Investment Policy Statement (IPS) and Investment Committee backing. As the plan sponsor, you gain additional access to a turnkey, web-based solution to help you manage your fiduciary duties and monitoring requirements to the plan.
To receive, a no-cost, one-page summary of your current plan’s fees and learn more about how we could best serve you, please contact us to get started.