WealthSpring helps foundations and other looking for personalized, expert advice and investment counsel. We assist foundation staff and Boards in maximizing their limited resources through unbiased counsel in drafting Investment Policy Statements (IPS), and investing their funds appropriately in accordance with that IPS while honoring any restrictions that might apply to some or all of the funds.
We can also help corporations with the effective design, funding and administration of all types of retirement plans including:
- Profit Sharing Plans- incorporating creative allocation formulas (age-weighted, new comparability, permitted disparity)
- Money Purchase Pensions
- 401(K) Plans - both turnkey and unbundled approaches
- Defined Benefit Pensions - favoring those closest to retirement age
- Safe Harbor 401(K) Plans
- Simplified Employee Pensions (SEPs)
- Owner Only (or Solo) 401(K) Plans
We provide a single source for documents, administration, education, administration and funding for your plan, and full fee transparency.