Retirement Solutions

A Comprehensive solution

Quality retirement planning and support is a powerful tool for strengthening employee loyalty. It is a way to attract the talent your company’s success depends on. Planning and managing a retirement plan can be challenging. Wellspring delivers comprehensive retirement solutions that help ensure employee retirement readiness, control plan cost, and guide investment oversight and selection.

We serve a full spectrum of plan types including:

  • 401(k) and 403(b) plans
  • SEP and SIMPLE
  • Pension Plans / Defined Benefit Plan
  • Non-Qualified Deferred Compensation Plans

Designated point of contact

We will help business owners that are committed to take the role as plan sponsor navigate the ever-changing world of qualified plans alongside other parties including TPAs, CPAs and investment providers. TPAs, CPAs and investment providers additionally provide ongoing updates and insight as related to IRS and DOL guidance. We will help interpret and manage a line of communication between all parties as well as address day-to-day operations of a qualified plan through a designated point of contact that you may not experience with most of providers. Having a designated point of contact we believe is where service can excel and in turn meet your most immediate needs today.



Investment Policy Statement
Investment Selection
Investment Monitoring

Plan Management

Payroll Service
Plan Design
Fee Review

Plan Participation

Weekly Educational Webinar
On-site Educational Event
Target Risk and Target Date Models

Contact us for a complimentary analysis of your corporate structure as well as existing qualified plan and employee benefits. For business owners looking to implement new qualified plan and employee benefits, please be prepared to complete a company census for a proposal.