Retirement Plan Analysis

Retirement Plan Checkup by Wipfli Hewins

Does Your Retirement Plan Need A Checkup?

In our opinion, there's always been one standard for retirement plan advice. Period.

We're fiduciaries, and we proudly put our clients first. But not all plan advisors are created equal — and with the release of the Department of Labor (DOL)'s final fiduciary rule, it's more important than ever that you ask the right questions to ensure your plan continues to serve the best interests of your participants. 

And we're here to help. Sign up for a complimentary analysis of your current retirement plan to reduce risk and help deliver greater value to your most valuable asset — your employees.

We'll analyze

  • Your plan's fees and compare them to similar plans within your industry
  • Your current investment lineup
  • Your employee participation rate compared to similar plans within your industry
  • Your employee contribution rate compared to similar plans within your industry

Request A Complimentary Plan Analysis:

To request a plan analysis, you can fill out the form below or contact Erika Young, Director of Employer Plan Services, at 608-661-2686 or emailing here.

View A Sample Retirement Plan Analysis

Want to see what a retirement plan analysis could look like? Click below to view a sample retirement plan analysis. Included in the sample analysis is a helpful guide to help interpret the report metrics:

Fund Analysis - Wipfli Hewins Retirement Plan Services
Fee Analysis -  Wipfli Hewins Retirement Plan Services