1-520-327-1019 info@wellspringfp.com

Services We Provide for the Employer and Employee

Wellspring Financial Partners provides a rich suite of services for the employer and employee designed to make the ERISA retirement plan truly work for both.

For the Employer

  • Investment Policy Statement Development
  • Investment Policy Statement Review
  • Periodic Investment Scorecard Reporting – Investment Review
  • Facilitate Plan Committee Meetings
  • Record Keeper Vendor Management
  • Vendor Fee Benchmarking
  • Availability to HR Staff for Emerging Issues
  • Serve as an ERISA 3(38) Fiduciary
  • Service calendar and stewardship report
  • Provide Committee Meeting Minutes to Executive Committee
  • Service and Fee Benchmark to Verify and Document that all service provider costs are a good value in light of the services provided
  • Unique and proprietary plan level reporting the tracks employee retirement readiness, employee engagement and plan health over time

For the Employee

  • Employee financial engagement meetings
  • One on one meetings with employees
  • Employee advice on any financial topic at no additional cost
  • Provide employee advice on 401(k)/403(b)/457b plan investment selection at no additional cost
  • Individual customized Retirement Spending Reports for all eligible plan employees
  • Availability of individual tailored comprehensive financial plan
  • Employee Financial Wellness Education, Training and One on One Consultation
    • Planned, understandable, actionable, multi topic curriculum
    • Tailored education for online wellness tools
    • One on one Q&A on any financial topic at any time