WWK Investments
Plan Sponsor Services
At WWK Investments, our experienced retirement plan specialists work closely with Plan Sponsors to help manage fiduciary responsibilities, educate participants, and design retirement plans that align with organizational goals. We provide customized, objective solutions—backed by fundamentally based analysis and clear, consolidated reporting—so you understand why an investment was selected and how it supports your plan.
Our proactive approach aims to increase employee deferrals, allowing employees to pursue a meaningful retirement. We specialize in serving clients who want the strengths of an independent firm but seek individualized advice and service.
Fiduciary Support You Can Value
While fiduciary responsibilities can’t be outsourced, they can be supported. WWK Investments helps Plan Sponsors fulfill their obligations and minimize potential liability, being the “one stop shop” of fiduciary services:
- Drafting an Investment Policy Statement (IPS)
- Monitoring and documenting investment performance
- Tracking and reporting plan-related fees and costs
- Providing relevant legal and regulatory updates
- Sharing industry news and guidance
- Coordinating participant enrollment meetings
- Conducting an annual plan review
- Hosting annual fiduciary workshops
- Serving as an objective intermediary between trustees, administrators, investment managers, and your internal retirement committee