Appleton Group’s retirement plan services expertise runs deep, a valuable asset in today’s dynamic fiduciary and regulatory environment.
As a leader in the corporate retirement plan market, we were one of the first investment advisory firm in northeast Wisconsin to offer an ETF-based 401(k) solution that not only slashes overall participant costs, but also provides professionally managed risk-based models to give 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 investment selection and monitoring, vendor RFPs, participant education, fiduciary risk management consulting, as well as measurable cost containment strategies.
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We offer complete corporate retirement plan services in the form of Traditional and Roth 401(k)s, profit-sharing plans, money-purchase plans, and small employer SEPs. We also offer 403(b) plans for non-profit employers, and government 457(b) plans.
Our firm maintains adequate insurance coverage and the necessary regulatory designations to provide complete retirement plan advisory services.
Contact Appleton Group Retirement Plan Services today for a complimentary, no-obligation quote.
Introducing…
Discover the Wisconsin Select™ 401(k), 403(b) and 457(b) plans. Offering corporate, non-profit and government employers a way to access top investment management, advisory and administration services here in our great State. These innovative plans will offer participants the ability to utilize Wisconsin-domiciled investment managers and fiduciaries, helping to potentially keep hundreds of billions of dollars of managed assets at work in our own state. This seismic shift in plan design will work to simultaneously offer plan participants an easy-to-use, high-quality retirement savings vehicle while potentially creating thousands of financial services jobs here in Wisconsin.
