WealthConnection® 401K is a service of R.W. Rogé & Company, Inc. We analyze your companies 401K retirement plan and provide proactive advice to find the best solutions, investment options, and monitoring for your plan participants. We continuously monitor your 401K investment selections to ensure that they are appropriate for your employees and compliant with your investment policy and regulatory rules and policies. We also provide advice on selecting the best fit Third Party Administrator (TPA) for your business and employees.
Benefits of WealthConnection® include:
We perform the following comprehensive due diligence process:
Our highly experienced team of professionals and proven ongoing due diligence process are at the heart of our WealthConnection®401(k) service. In addition, we can also provide, under a separate service offering, exceptional personalized wealth management services to owners and key executive employees.
Our opinions are objective because – unlike stock brokers and insurance agents who sell 401K plans along with their products – we are a true fiduciary and a “fee-only” advisory firm. We do not sell products, earn commissions, accept referral fees, or earn money in any other way that could potentially be contrary to your interests.
What Makes Us Different?
For a no obligation, side-by-side comparison of your current 401(k) plan and our WealthConnection® 401K plan, please contact us at 631.218.0077 or at firstname.lastname@example.org.
You can also send us a message by clicking here.
Download our free 401(k) resources here.
WealthConnection® 401(k) is a registered service mark of R. W. Rogé & Company, Inc. © Copyright of R.W. Rogé & Company, Inc. All rights reserved.