WHY WEALTHBRIDGE
Wealthbridge is Institution Solutions’ flagship retirement plan services offering. We’ve developed Wealthbridge in partnership with the Vision Point Advisory Group, a team of specialized retirement plan advisers dedicated to providing an exceptional retirement plan experience for plan sponsors and their employees.
- Fiduciary Responsibility for all Plan operations.
- Identified in your plan document as a named Plan Administrator, as outlined by ERISA
- Single Point of Contact for all Plan Operations.
- On-site education and guidance provided by CFP® Professionals.
- Fiduciary responsibility for all investment decisions made on behalf of Defined Contribution and Defined Benefit plan investments.
- No proprietary fund requirements.
- Complete Fee and Fund expense transparency
- Industry-leading recordkeeping technology to maximize efficiencies, access, and education.
- Dedicated Participant call center
- Employee eligibility tracking and reporting
- Responsibility for the timely delivery of all participant notices and Enrollment Materials
- Maintenance of all plan documents, investment reviews and meeting minutes in a dedicated cloud file for centralized access by all Investment Committee/Board members.
20+ Years
We’re proud to have been operating for over twenty years
$1.5 Billion+
In retirement plan assets
50,000+
Participants nationwide
Our Partners
