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

Services We Provide That All Fiduciaries Should

Wellspring Financial Partners is committed to making your ERISA retirement plan work for you the employer, and the employee. We do more than just what is required by ERISA, we do what is needed to make your plan work!

Compare the list below, which all fiduciaries should to the services we provide.

  • 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