Posts for Wisconsin Select Program Partners

Announcing Special 2016 Pricing on Wisconsin Select

Appleton Group is excited to announce new special pricing on administration services for our Wisconsin Select 401(k) and 403(b) Programs. Now through the end of the year, all retirement plans with assets over $1 million that sign a letter of intent to move to their employer-sponsored plan Wisconsin Select will qualify for a full waiver [...]

By | 2016-11-15T11:25:43+00:00 September 23rd, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on Announcing Special 2016 Pricing on Wisconsin Select

View the Wisconsin Select Fund Dashboard – Q2, 2016

Mark Scheffler hosts this 4-minute walk-through of the Wisconsin Select Fund Dashboard. We're really proud of our Wisconsin Select fund offerings, and our deep lineup of both experienced fund managers and up-and-coming young talent says it all.  At a glance, our dashboard gives you average weighted historic average performance (3-yr rolling averages), weighted average fund [...]

By | 2016-11-15T11:25:50+00:00 September 15th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on View the Wisconsin Select Fund Dashboard – Q2, 2016

Introducing the Wisconsin Select GeoDirectory

Mark Scheffler hosts this 3-minute introduction to the Wisconsin Select GeoDirectory, a new feature designed to help promote the numerous in-state partners participating in our program. Easily find investment management firms, administrators, fiduciaries, and COMING SOON we'll be adding our investment advisor partner firms to help promote local advisors throughout the state who perform the [...]

By | 2016-11-15T11:26:06+00:00 August 10th, 2016|WISelectAdvisor, WISelectIM, WISelectSponsor|Comments Off on Introducing the Wisconsin Select GeoDirectory

WI Select – Investment Managers’ Q2-2016 Update

  Please join us for a brief conference call this Thursday at 9:30 AM as we update you on the progress of the Wisconsin Select 401(k) Program.  We've got some very exciting news to share with you about several large opportunities we've been working on, upcoming proposals, advisor outreach, and a quick discussion [...]

By | 2017-08-31T08:56:14+00:00 May 17th, 2016|Events, WISelectIM|Comments Off on WI Select – Investment Managers’ Q2-2016 Update

Wisconsin Select 401(k) Launch Event

FOR IMMEDIATE RELEASE: JANUARY 26, 2016 (APPLETON, WI) Appleton Group is pleased to announce the launch of the Wisconsin Select 401(k) Program, an employer-sponsored retirement plan platform comprised exclusively of in-state investment managers, administrators, advisors and plan fiduciaries. This important new retirement plan platform is designed to help Wisconsin-domiciled corporations, non-profits and government entities [...]

By | 2017-08-31T08:56:31+00:00 February 3rd, 2016|Advisor, Client, Events, WISelectAdvisor, WISelectIM|Comments Off on Wisconsin Select 401(k) Launch Event

Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE

Due to a significant increase in participant registration, the location for this conference has been changed to: Riverview Gardens Community Center 1101 S. Oneida Street Appleton, WI  54911 In our state, there currently exist more than 26,000 company retirement plans sponsored by employers who are headquartered in [...]

By | 2016-11-15T11:27:05+00:00 January 14th, 2016|WISelectIM|Comments Off on Wisconsin Investment Managers Mini-Conference 2016 – LOCATION CHANGE NOTICE