The WealthPLAN Partners Retirement Plan Difference
WealthPLAN Partners offers a unique Retirement Plan service model. Dedicated retirement plan specialists based in Omaha Nebraska act as a fiduciary and service your plan, while a local advisor is available to meet with you and your employees in person. You get the best of both worlds - an expert team with a national footprint who puts your interests first and a local advisor to provide high touch service in person.
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What is Auto-Educate®?
Auto-Educate® is a trademarked and first of it's kind system used to satisfy education requirements. It is a simple, one-page form or online form that allows you to select from service opportunities to address your needs. Once you have completed the form and returned it to your company’s plan contact, WealthPLAN Partners will review and respond accordingly.