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Since 1934, Wheeler Associates has worked with employers and employees to provide benefits. Wheeler Retirement Plans (WRP), a subsidiary of Wheeler Associates, maintains the same company values and focuses entirely on Employer Qualified/Non-Qualified plans. When you partner with WRP, you gain access to a Retirement Plan Specialist committed to designing a plan that meets your objectives while helping your employees achieve their long-term financial goals.
There is no one-size-fits-all retirement solution. So it’s imperative to work with a consultant who understands the complexities of plan governance and is at the forefront of the ever-changing ERISA landscape.
WRP, recognized as one of NAPA’s top Defined Contribution teams in 2022, understands the importance of written plan processes, strives for thought leadership, and assures your company plan adheres to the same fiduciary oversight as we would our own.
As your partner, we assume fiduciary liability and manage it through a disciplined and documented investment process while working with you every step of the way. This includes, but is not limited to:
The Employee Wellness platform stands on the credo of earning the trust of your employees and is under oath to what is in their best interest. This is accomplished through:
The Recordkeeper selection is a marriage forged between your plan objective and your employee’s trust in those decisions. This is accomplished through:
324 West Superior Street Suite 1000 Duluth, MN 55802
218.336.8524 | Fax: 218.722.0945
RCoole@wheelera.com
Monday – Friday:
8:30 AM – 5:00 PM
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Retirement Plan advisory services offered through Wheeler Retirement Plans LLC, a Registered Investment Advisor, are separate and unrelated to Commonwealth.