Retirement Plans

Welcome Retirement Plan Sponsors and Advisors

Sponsoring a 401(k) plan is not an easy task, but rather a time-consuming endeavor requiring filing of documents, monitoring the plan, and holding an annual employee meeting. Sponsoring a 401(k) Plan creates legal responsibilities and unlimited personal liability on you, the Plan Sponsor. As such, you should take great care in choosing your service provider partners that work with you to design a 401(k) Plan that covers your ERISA fiduciary responsibilities, serves your employee retirement savings needs, and maintains investment selections that appropriately address the Plan goals.

Our firm specializes in serving retirement plans that are less than $10 million or under 100 employees. We custom tailor a 401(k) plan to fit the needs of your employees and your ERISA obligations. For employers, we serve your Plan in a fiduciary capacity that we provide to you in writing, as required under ERISA.

We work with you in an open-architecture format, which provides for the ability to select from various providers for each of the important services to your plan- administration, record keeping, investments, etc., allowing for best of breed providers and managers.

To maintain our independence, any investment selections that we recommend for your plan are “revenue neutral” to our firm. We are only paid an advisory fee and do not accept or receive any outside revenue or participate in revenue sharing arrangements. That is, if you select an ETF Model or Collective Investment Fund managed by our affiliate, our firm does not receive any additional revenue.

We invite you to contact us at 920-785-6010 for a no-obligation plan review, or to include us in your next RFP process. We look forward to our conversation.

 

Seven Reasons
Why Clients Hire EWM as Their Retirement Plan Adviser

(1) Registered Investment Adviser
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(1) Registered Investment Adviser

(2) Independent, Fee-based Fiduciary
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(2) Independent, Fee-based Fiduciary

(3) Professional Team of CFA®s, MBAs, CPA, CFP®, AWMA®
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(3) Professional Team of CFA®s, MBAs, CPA, CFP®, AWMA®

(4) Open-architecture design
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(4) Open-architecture design

(5) 3-Dimensional Endowment Investment Philosophy®
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(5) 3-Dimensional Endowment Investment Philosophy®

(6) Source broader investment options (ETFs, Alternatives)
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(6) Source broader investment options (ETFs, Alternatives)

(7) Employee owned Firm
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(7) Employee owned Firm
    • If you are not happy with your current plan provider
    • If you want to know whether your plan has any hidden fees or potential conflicts
    • If you are not happy with your plan’s current investment options and would like to learn more about adding alternative investments and/or ETF’s to your existing plan

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Meet Our
Professional Team

  • robert_riedl1

    Robert L. Riedl

    Director of Wealth Management

  • prateek_mehrotra1

    Prateek Mehrotra

    Chief Investment Officer

  • Landolt-Tim-2015.03.04-566-4x5-white-170x207-closeup

    Tim Landolt

    Director of Institutional Services

  • heidi_buhler1

    Heidi Buhler

    Wealth Administrator

  • susan-michalewski-9-15-16-close-up-170x210-for-website-1

    Susan Michalewski

    Family Offices Services Specialist

  • thomas_remley1

    Thomas P. Remley

    Consultant