We care about who we work with

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.