Advising clients on their retirement plan benefits and services is a core focus and passion for Greenline Wealth Management. We specialize in advising on 401(k), 403(b), and other institutional retirement plans.  Our goal is to provide you with a premier platform that aligns with your company’s overall objectives.

GWM offers a comprehensive and effective approach to qualified plan management. Our approach involves streamlining plan administration, mitigating liability, evaluating investments, containing cost, and educating employees. With this approach, GWM will make sure your plan is meeting its key objectives to create positive plan outcomes.

Services include:

  • Retirement Plans ( SIMPLE’s, SEP’s, 401(k), 403(b) )
  • Investment Manager Due Diligence
  • Target Date Fund Evaluation
  • Best-In-Class Investment Options
  • Plan Platform Reviews
  • Executive Benefit Services – Deferred Compensation Plans, Profit Sharing, Personal Asset Management
  • Fiduciary Management and Risk Mitigation
  • Plan Investment Oversight – Evaluation Selection and Monitoring
  • Plan Design Optimization
  • Vendor Management
  • Fee Benchmarking and Regular Plan Assessment Reviews
  • Investment Committee Governance
  • Investment Policy Statement Development
  • Request for Proposal (RFP) Management
  • Updates on Industry Trends, Regulatory Changes and Best Practices
  • Financial Wellness Programs
  • High-Touch Employee Engagement – On-site visits
  • Individual Participant Consultations
  • Access to Licensed Investment Professional
  • College Savings Programs
  • Market Research & Insights
  • Fiduciary Training