Wealth Strategy Group (WSG) provides plan sponsors with the expertise and specialized capabilities needed to support the ongoing management of employer-sponsored retirement plans. We assist with coordinating fiduciary responsibilities while also working directly with plan participants to help improve retirement outcomes.

Our services include:

Fiduciary Investment Monitoring & Support

  • Comprehensive investment research and ongoing monitoring
  • Regular investment committee meetings
  • Quarterly investment monitoring and reporting
  • Investment Policy Statement (IPS) design, implementation, and ongoing support

Plan Benchmarking

  • Fee transparency and analysis
  • Request for Proposal (RFP) support and evaluation every 3–5 years
  • Ongoing benchmarking of plan fees and investments

Participant Support

  • One-on-one participant meetings, as requested
  • Group-based employee education designed to improve retirement readiness

Plan Design Support

  • Measurement and analysis of employee engagement
  • Plan design recommendations to improve participation and outcomes, including features such as automatic enrollment and Qualified Default Investment Alternatives (QDIA)