Group Retirement Plans

Employee Benefit Plans > Group Retirement Plans

At Wisconsin Benefit Planning, we have a team of experts ready to help you design a plan to fit you and your empoloyees' needs.  Whether you already have a plan or you are looking to start a new plan, we can help find the right combination of plan features to fit your needs.

We offer:

Customized Plan Design to Fit Employer Needs

  • Review goals and suggest remedies and strategies
  • Suggest plan design alternatives focusing on options that may favor highly compensated and/or longer term employees
  • Provide updates on legislative and regulatory issues to help insure compliance & fiduciary responsibiliy
  • Inform you with all types of retirement plans

Investment Selection & Due Diligence

  • Help establish and maintain a written investment policy statement
  • Inform you of the wide variety of Investment Platforms
  • Review plan investment array annually for diversification, performance, expenses, risk and manager conduct

Administraive Review & Selection

  • Service Provided search and selection
  • The appropriateness of bundled vs. unbundled approaches
  • Help find the right administrator based on services, expertise, expense, quality and consistency of reporting and administrative support
  • Preferred pricing with Third Party Administrators

Employee Education

  • Provide personalized assistance to plan participants
  • Conduct regular employee enrollment and educational meetings


Some plan options include:

  • 401(k) Group Plans
  • Simple IRA Plans
  • Defined Benefit & Cash Balanced Pension Plans
  • Profit Sharing Plans
  • Payroll Deduction IRA’s
  • 3(38) and 3(21) fiduciary service programs on ERISA 401k plans
  • "Manage it for me" account services for 401k participants
  • Payroll integration for 401k plans

    With over 70 years of combined experience our team will work to find the answers that you need.  We provide thorough knowledge of all facets of planning, saving, investments, risk management, insurance tax planning & employee benefits.