Corporate and Individual Retirement Plans

A variety of retirement plan options are available to small businesses and corporations and often it can be confusing to determing which plan is best for your company. Wangard Investment Management can help guide you through the maze by assisting you in plan design and provider selection with an upfront approach used in the analysis.  We tell you the pros and cons of each option or each provider you will consider, so you can make an informed decision.  A comprehenisve upfront analysis is important for a long-term stable plan arrangement

  • 401k Plans including Safe Harbor 401k Plans
  • Roth 401k Plan
  • Simple IRA Plans
  • Profit Sharing and SEP-IRA
  • Defined Benefit Pension Plan


Once your prorgram and provider is established, we work side by side with your company and benefits staff to help you meet your fiduciary responsibilities in managing a corporate retirement plan and in supporting your participants with proper communications.