CONNECT

Address:

6000 Fairview Road, Suite 800
Charlotte, NC 28210

Phone:

704.442.6306

Fax/Other:

704.554.1426

Retirement Plan Services

A Smart Approach to Planning for Your Future

The Granzow Consulting Group understands the unique challenges facing managers/committees of defined benefit and defined contribution plans. We incorporate our understanding of this delicate balance with our knowledge of retirement plan policies and capital markets to ensure that we provide investment advice that helps fulfill the plan's obligation.

Participant Directed Plans: 401(k), 403(b), 457, Profit Sharing Plans

Participant-directed plans, like 401(k)s, offer plan sponsors specific challenges and responsibilities relating to plan design, investment menu development and participant education. The plan sponsor's primary responsibility is to employ a comprehensive and prudent approach to offering this employee benefit to your organization. Our services are tailored to provide you with the experience, documentation, and comprehensive approach you require.

 

Retirement Plan Services for Plan Sponsors
  • Develop & implement an Investment Policy Statement
  • Review & monitor investment menu
  • Investment Manager/Fund due diligence, screening recommendations
  • Ongoing performance review
  • Evaluate investment options
  • Annual plan due diligence meeting to review your fiduciary aspects of the plan
Employee Education Services
  • Develop/refine strategy for employee education and communication
  • Design materials for meetings and ongoing education
  • Conduct employee enrollment and education meetings
  • Monitor employee participation and investment elections
  • Provide ongoing education and participant support

The Granzow Consulting Group of Wells Fargo Advisors and Wells Fargo Clearing Services, LLC do not act in a fiduciary capacity and do not provide tax or legal advice. Be sure to consult with your own tax and legal advisors before taking any action that may have tax or legal consequences.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals