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The Wilsey Asset Management Difference
2. Improve Employee Participation
By working with our third-party administrators, we can create a retirement plan which maximizes the amount key employees can save for retirement. Not all companies are alike and utilizing a plan specific to your company will enable you to retain top talent while minimizing your tax bill.
3. We Alleviate your Liability
for the Investments in the Plan
By working with our third-party administrators, we can create a retirement plan which maximizes the amount key employees can save for retirement. Not all companies are alike Employees have increasingly sued employers due to poor performance in their 401(K).
As the plan sponsor you are required to select and monitor the investments offered in the 401(K) lineup. Even if you pair with an ERISA 3(21) Investment Advisor, you are still held liable for the investment’s performance.
Pairing with a 3(38) Investment Manager such as Wilsey Asset Management alleviates your investment liability burden. utilizing a plan specific to your company will enable you to retain top talent while minimizing your tax bill.
1. Decrease Taxes and Increase Retirement Savings
By working with our third-party administrators, we can create a retirement plan which maximizes the amount key employees can save for retirement. Not all companies are alike and utilizing a plan specific to your company will enable you to retain top talent while minimizing your tax bill.
The Wilsey Asset Management Difference
2. Improve Employee Participation
By working with our third-party administrators, we can create a retirement plan which maximizes the amount key employees can save for retirement. Not all companies are alike and utilizing a plan specific to your company will enable you to retain top talent while minimizing your tax bill.
3. We Alleviate your Liability for the Investments in the Plan
By working with our third-party administrators, we can create a retirement plan which maximizes the amount key employees can save for retirement. Not all companies are alike Employees have increasingly sued employers due to poor performance in their 401(K). As the plan sponsor you are required to select and monitor the investments offered in the 401(K) lineup.
Even if you pair with an ERISA 3(21) Investment Advisor, you are still held liable for the investment’s performance. Pairing with a 3(38) Investment Manager such as Wilsey Asset Management alleviates your investment liability burden. utilizing a plan specific to your company will enable you to retain top talent while minimizing your tax bill.
1. Decrease Taxes and Increase Retirement Savings
By working with our third-party administrators, we can create a retirement plan which maximizes the amount key employees can save for retirement. Not all companies are alike and utilizing a plan specific to your company will enable you to retain top talent while minimizing your tax bill.
As Trustee of your company’s 401(K) plan, be certain you understand who is handling your investments.
Even if you have no investment knowledge, you could still be held liable if the plan’s investments perform poorly.
Who’s responsible for your 401k Investments?
3(21) Investment Advisor
Can be any financial service provider with the right credentials
Does not acknowledge fiduciary status in writing
Employer and 3(21) share investment liability
Makes recommendations for investments, employer must then decide
Employer must continuously monitor investment lineup
3(38) Investment Manager
Must be Registered Investment Advisor (RIA), Bank, or Insurance Company
Must acknowledge fiduciary status in writing
3(38) accepts investment liability
Controls investment decisions
3(38) monitors investments
Who’s responsible for your 401k Investments?
As Trustee of your company’s 401(K) plan, be certain you understand who is handling your investments. Even if you have no investment knowledge, you could still be held liable if the plan’s investments perform poorly.
3(21) Investment Advisor
Can be any financial service provider with the right credentials
Does not acknowledge fiduciary status in writing
Employer and 3(21) share investment liability
Makes recommendations for investments, employer must then decide
Employer must continuously monitor investment lineup
3(38) Investment Manager
Must be Registered Investment Advisor (RIA), Bank, or Insurance Company
Must acknowledge fiduciary status in writing
3(38) accepts investment liability
Controls investment decisions
3(38) monitors investments
Our Principal
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (858) 224-0004.