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Employer Sponsored Retirement Plan Services

Guardian Wealth Advisors (GWA) helps employer sponsored 401(k) and 403(b) plans manage many of the elements required to run effective and successful employer sponsored plans. GWA has experience managing complex businesses with multi-vendor requirements as is common in most retirement plans. Just as important, we have extensive experience in managing and selecting plan investments and participant communication.

Guardian Wealth Advisors provides independent, objective service and advice to plan sponsors with a goal to maximize the potential of the plan. GWA provides retirement plan sponsors with comprehensive solutions for companies and plans of all types: large, small, start-up and established.

Services include but are not limited to:

  • Plan design and technical support
  • Plan cost analysis and management
  • Policy development
  • Provider search
  • Provider management
  • Investment oversight
  • Fund menu design
  • Manager selection
  • Investment monitoring
  • Fiduciary support
  • Participant support and communication
  • Continuous plan review and enhancements

Guardian Wealth Advisors services a wide array of plan types:

  • Defined benefit and defined contribution
  • 401(k) – Individual 401(k)
  • 401(a)
  • 403(b)
  • 457 Deferred Compensation
  • Pension and profit sharing
  • Cash Balance/Money Purchase
  • Supplemental executive retirement

 

Serving Clients in:

Bloomington • Edina • Eden Prairie • Minneapolis • Minnetonka • North Oaks • Richfield • St. Louis Park • St. Paul • Wayzata • White Bear Lake • Anoka • Carver • Chisago • Dakota • Goodhue • Hennepin • Isanti • McLeod • Ramsey • Rice • Scott • Sherburne • Stearns • Washington & Wright Counties