Every successful retirement savings plan requires a great structure, and it starts with an experienced plan fiduciary, the “quarterback” who can bring together all of the various members of the winning team. Wisconsin Select utilizes the strength and experience of Appleton Group LLC, an independent, fee-only Registered Investment Advisor located in the heart of the Fox Valley.
Founded in 2002, Appleton Group has extensive experience in plan design, investment management and selection, as well as objective market research. Serving as a named ERISA 3(38) Plan Fiduciary, our firm:
Creates and oversees easy-to-use investment fund lineup
Manages flexible, risk-adjusted target-date investment models
Coordinates comprehensive sponsor and participant education program with the plan’s 3(21) co-fiduciary advisor
Communicates the many features and benefits of Wisconsin Select to a state-wide audience
Monitors the program for any regulatory changes and manages changes and opportunities for future enhancements
Coordinates ongoing selection, monitoring and replacement of all other service providers