Employee Benefits

Overview Employee Benefits Legacy & Insurance Planning Education Savings Planning Estate Planning

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BUSINESS CONSULTING

As a business owner, one of your most important assets is the people you employee. By setting up employee benefit packages, you can help create a positive atmosphere that gives them stability for a solid career. We provide consultative Retirement Plan Services to businesses, including retirement plan sponsors and to individual participants in retirement plans, such as 401(k) plans. Our services can include, but are not limited to:

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INVESTMENT POLICY STATEMENT CREATION

The Investment Policy Statement establishes the investment policies and objectives for the Plan and serves as the designating document for the overall investment structure of the plan. We help design and draft these for our clients.

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INDIVIDUALIZED PARTICIPANT ADVICE

At no additional cost, we provide one-on-one advice to 401(k) participants regarding their individual situations. As part of this service, we enter into a separate Investment Advisory Agreement directly with the participant prior to the participant receiving this service, but do not charge an additional fee for doing so.

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FUND LINEUP SELECTION

We provide recommendations for investment options consistent with ERISA section 404(c) in an effort to ensure that investment offerings are prudent for the plan and its participants. In other words, we help create the investment options and portfolios for the participants to choose from.

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FIDUCIARY INVESTMENT MONITORING

Utilizing our proprietary Fiduciary Monitoring Report, we monitor the investment options quarterly by documenting investment performance, consistency of fund management, and conformation to the guidelines set forth in the investment policy statement. Through this analysis, we will make recommendations to maintain or remove and replace investment options.

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INVESTMENT POLICY STATEMENT PREPARATION

The Investment Policy Statement establishes the investment policies and objectives for the Plan and serves as the designating document for the overall investment structure of the plan. We help design and draft these for our clients.

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INVESTMENT SELECTION SERVICES

We provide recommendations for investment options consistent with ERISA section 404(c) in an effort to ensure that investment offerings are prudent for the plan and its participants.

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INDIVIDUALIZED PARTICIPANT ADVICE

Upon request, we provide one-on-one advice to 401(k) participants regarding their individual situations. As part of this service, we enter into a separate Investment Advisory Agreement directly with the participant prior to the participant receiving this service, but do not charge an additional fee for doing so.

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FIDUCIARY INVESTMENT MONITORING

We will assist in monitoring investment options by preparing periodic reports that document investment performance, consistency of fund management, and conformation to the guidelines set forth in the investment policy statement. We will also make recommendations to maintain or remove and replace investment options.

Learn More About our Additional Services

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Legacy & Insurance Planning

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Education Savings Planning

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Estate Planning

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wm = ic + ap + rm

wealth management

investment consulting

advanced planning

relationship management

918-524-6325

4200 East Skelly Drive

Suite 350

Tulsa, OK 74135

info@everwealth.net

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wm = ic + ap + rm

wealth management investment consulting

advanced planning

relationship management

918-524-6325

4200 East Skelly Drive

Suite 350

Tulsa, OK 74135

info@everwealth.net

Wealth Management Advisors, LLC DBA Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Insurance-related business is offered through Riddle Financial Group, LLC, a separate company from Wealth Management Advisors, LLC DBA Everwealth. Please see our Disclosure section for important information.