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Group Retirement Plans

WDA's team of retirement experts can help guide you to the best solution for setting up a retirement plan for your company. We provide different retirement plan options that will fit the needs of any business.  
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401k

These tax-advantaged, employer-provided plans use the power of compounding interest to help employees supplement Social Security in retirement.
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Simple IRA

These tax-advantaged, employer plans  are a simpler solution over a 401k. An ideal fit for most small businesses.
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403B

These tax-deferred plans are designed for employees of public schools, colleges and universities, churches and other religious organizations.

Want To Learn More?

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Education

Our team of retirement experts are here to help educate and guide you to finding the right plan. Once a plan is in place, we will work with your employees to make sure they fully understand how the plan works. Our retirement experts remain available to you and your employees throughout the year to answer any questions that may come up.
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Administration

Making sure the plan is administered correctly is an important step to keep everything running smoothly. We work with different Third Party Administrators who will work behind the scenes making sure the plans stay in compliance. They will also provide online access to you and your employees. 
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Available Plans

401K

Solo 401K

Simple IRA

SEP IRA

403B

Employee Profit Sharing Plans

Testimonials

I can’t think of anything WD could do better. Staff is knowledgeable, responds promptly and is always patient and courteous. They offer a wide variety of services and are up to date on the newest trends.

Many years of wonderful service!

Jo-Ann

Great source of information, always willing to take the time to educate me and my colleagues. Thank you for your vast offering of services, knowledge and information.

Phyllis