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Business Retirement Plan Consulting Services
If you're looking for co-fiduciary guidance on your employee benefit plans, Wolfpack Wealth Management is here to help. As a 3(21) Investment Advisor, we provide expert insight into fund selection, plan monitoring, and participant education, all designed to support a financially confident workforce.
Our consulting services ensure that every plan includes investment oversight aligned with your fiduciary obligations, while custodial fees may be covered by the plan sponsor or deducted from plan assets, depending on plan design.
So why wait? Contact us today for a complimentary Financial Assessment and take the first step toward a stronger, more secure retirement plan for your team.
Business Retirement Plan Engagement Structure
Our advisory support is structured using a transparent, tiered framework based on assets under management (AUM) at the end of each quarter. This ensures your business receives the right level of service based on the complexity and scale of your plan.
To accommodate emerging or startup retirement plans, we begin with an initial engagement minimum of $625 per quarter ($2,500 annually), billed directly to the plan sponsor, until plan assets reach $500,000. After that point, our AUM-Based Relationship Structure applies.
AUM-Based Relationship Structure: Starts at $2,500 annually (or $625 quarterly) for portfolios under $500K. Tiered advisory rates: 0.40% – 0.60% based on total plan assets. All rates are applied to quarter-end values and billed in arrears.
AUM | Annual Rate |
|---|---|
$0 - $500K | $2,500 |
$500K - $1M | 0.60% |
$1M - $5M | 0.50% |
Over $5M | 0.40% |
(K = Thousand)
(M = Million)