Programs for 401(k) and Other Sponsored Qualified Plans

While some employees feel comfortable making allocation decisions for their plan, most do not. If you have your plan with Wedgewood Investors we will help you with your decision and actually manage the account for you according to your individual preference. Employees no longer have to select which mutual funds and how much to invest. You express your risk tolerance and concerns and we manage your account accordingly.

Wedgewood Is Different From Other Advisors

We actually manage the retirement plan’s assets, not just offer advice or educational seminars. Most plans are offered by salespeople from a particular insurance company or brokerage firm. They offer a list of funds that contain hidden costs like 12(b)-1 fees or trailers that go to the salespeople. We are not a commissioned sales organization so these hidden fees do not apply.

Once the plan is in place, Wedgewood manages the assets to reflect the current market conditions and individual circumstances.