Sep 23 2016

Announcing Special 2016 Pricing on Wisconsin Select

By |2016-11-15T11:25:43-06:00September 23rd, 2016|

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 [...]

Sep 15 2016

View the Wisconsin Select Fund Dashboard – Q2, 2016

By |2016-11-15T11:25:50-06:00September 15th, 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 [...]

Aug 10 2016

Introducing the Wisconsin Select GeoDirectory

By |2016-11-15T11:26:06-06:00August 10th, 2016|

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 [...]

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