Announcing Special 2016 Pricing on Wisconsin Select

WS_brand_fullcolor_CMYK_wb_largeAppleton 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 of installation fee (up to $1,500 value) and a 50% discount on the first year’s recordkeeping and administration fees.

This special pricing is our way to help your organization make the easy transition to our Wisconsin-domiciled retirement plan platform built and run primarily by in-state residents like you.

Interested in a free no-obligation quote or simply learning more about Wisconsin Select?  Click here to visit the Wisconsin Select Home Page…

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

About the Author:

Mark’s commitment to objective, independent wealth management led him to establish The Appleton Group LLC in April of 2002. With over 19 years of experience in the financial services industry, Mark serves as portfolio manager for our private client group, and co-manages all assets held in our suite of portfolio offerings. His responsibilities include risk analysis, asset allocation, market research, and institutional client development. Mark also serves as both Principal and CEO of The Appleton Group LLC. He earned his Accredited Investment Fiduciary (AIF) designation in 2016