Appleton Group Retirement Plan Services’ advisory expertise runs deep, a valuable asset in today’s dynamic fiduciary and regulatory environment.  In fact, our firm was named to the list of the Top 20 Rising Stars of Retirement Plan Advisors by Institutional Investor Magazine.*

As a true leader in the corporate retirement plan market, we are the first investment advisory firm in northeast Wisconsin to offer not only an ETF-based 401(k) solution that slashes overall participant costs, but that provides professionally managed risk-based models giving employees the tools to significantly reduce investment risk.  Our ETF-based corporate retirement plans offer a full range of investment management and advisory services including expert investment selection and monitoring, participant education, fiduciary risk management consulting, as well as measurable cost containment strategies. We are also one of the first firms in northeast Wisconsin to offer ERISA 3(38) Full Fiduciary Services, the highest level available.

We also understand that to be effective in the retirement plan arena, it is important to rely on strategic partnerships in the area of plan administration, compliance and design.  We utilize a flexible, unbundled approach enabling plan sponsors to select from an unlimited array of administration, record-keeping, custodial and trustee partners. With this in mind, we partner with both local and national retirement plan administrators to deliver retirement plan services in a very efficient manner, typically with significant cost-savings compared to large bundled providers.

We currently offer complete corporate retirement plan services in the form of both Traditional and Roth 401(k), 403(b), and 457(b)s, as well as Profit-sharing plans, Money-purchase plans, and Small employer SEPS in the $2 – $10 million range.

Contact Apleton Group Retirement Plan Services today for a complimentary, no-obligation quote.