Retirement Plan Services
Retirement Services
Options that can help set your employees on the path to a secure future.
Fiduciary & Compliance Support
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities. Compliance, administration and document services.
Investment Options & Analysis
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure. Open architecture, comprehensive options and analysis
Courageous Plan Design
Creative, holistic plan design options utilizing assessments to increase an employer’s return on investment (ROI) while striving to enhance participant retirement outcomes.
Fee & Services Benchmarking Analysis
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage. Broad range of industry leading record keepers and vendors.
Target Date Fund Consulting
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
Employee Education & Engagement
Highly customized plan participant content and communication structured to help optimize outcomes and increase financial wellness. Centralized service model, using the latest technology and one-on-one support.
Louis D. Memmolo, Investment Adviser Representative. Securities are offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance services are offered through Weiner Benefits Group, LLC, which is not affiliated with Osaic Wealth, Inc. 2711 Centerville Rd Ste 205, Wilmington DE 19808 | 302-658-0218 | www.weinerbenefitsgroup.com
Meet Our Retirement Services Team Members
As your dedicated team at Weiner Benefits Group, we would like to take this opportunity to introduce our retirement services team members! Please contact us if you have any immediate questions or would like to schedule a meeting.
