Elevating Your Employer Retirement Plan Empowers Everyone
Our Trusted Partners
Advocating for Employers and Employees alike
The FD Wealth’s Partnership Model: A true conversation between you and us.
Our thorough & thoughtful process integrates comprehensive, multi-level support.
You Share Your Needs. We Listen.
Our initial discovery and assessment investigates the realities and goals of both stakeholders in Employer Retirement Plan packages: Employer and Employee.
Why? Because retirement impacts everyone.
For Employers: We fully evaluate your current plan’s integration, costs, and compliance to uncover potential improvements.
For Employees: We seek understanding of the current state of your 401(k) plan, focusing on fees, fund choices, and educational support provided.
We Identify Your Options. You Decide the Best Fit.
Equipped with a full picture of your retirement plan goals, we launch a comprehensive proposal process.
This looks like:
- GATHERING necessary documentation to review your plan’s design and fees
- SOURCING proposals from leading 401(k) recordkeepers to find the best fit for your needs
- SHARING findings and recommendations so you can make confident, informed decisions.
You Implement a New Plan. We Make It a Smooth Transition.
We know change is hard. Launch a new plan with peace of mind knowing you have us every step of the way.
Enjoy guided assistance through the process of transferring 401(k) plans, where our experts ensure clear communication and minimal disruption for everyone involved.
We Educate & Support Employees. You Plan for the Future.
Your employees matter to you. We make sure they feel it.
To maximize benefits for everyone, we offer ongoing employee education and support, including meetings to understand the basics of investing, the significance of early retirement planning, and details about their specific plan.
Our Unique, Intentional Approach
Flexible
Trust that every FD Wealth advisor is loyal only to you–not another company’s product. We represent a wide range of 401(K) providers, allowing us to tailor solutions specifically to your needs.
Reliable
Feel seen, heard, and valued as an FD Wealth employer retirement client. Experience our hands-on approach that guides you from discovery through to education and support.
Trustworthy
Know exactly how much you can expect to pay. Even more importantly, know why. In a world of hidden fees, we operate on a fee-based model, emphasizing transparency and fairness without hidden costs.
Strong Employer Retirement Planning Fosters Stable Futures.
Our All-Inclusive Approach to Employer Retirement Planning Ensures Your Organization Benefits All-Around.
Ensure Compliance and Operational Ease
As a business owner, you’re already busy. FD Wealth’s operational support streamlines processes, along with tedious administrative work and bureaucratic compliance concerns.
Optimized Investment Line-Up
FD Wealth regularly monitors the meticulously selected range of investment options to ensure they meet your company’s and employees' needs.
Greater Cost Efficiency and Plan Effectiveness
Looking out for your financial best interests means being adaptable to change with flexibility to optimize. Our regular plan reviews keep costs competitive and ensure the plan design continues to meet your objectives.
Receive Beyond 401(k) Support
We don’t believe in gatekeeping financial advice. That’s why every retirement plan partnership comes with a financial wellness resource that extends beyond the 401(k), providing comprehensive support for your employees' financial health.
Enhanced Employee Engagement and Retention
Research shows that employees who feel like their workplace values their financial well-being are more likely to stay and less likely to be distracted by financial concerns. We boost this by providing direct education about retirement plan benefits, including addressing questions and concerns.