Wheeler Retirement Plans

EST. AUM
$618,125,975

CONTACTS
1

CLIENT ACCOUNTS
78

Firm Details

Metro area Minneapolis
CRD Number 327889
Website wheelerrp.com
Client types

Overview

Wheeler Retirement Plans (WRP) specializes in retirement plan consulting and fiduciary investment advisory services for qualified employer retirement plans including 401(k), 403(b), and 457(b) plans. The firm partners with plan sponsors to design investment menus, provide fiduciary education, implement prudent governance processes, and help committees select qualified default investment alternatives using demographic data. WRP emphasizes fiduciary risk management, quarterly investment monitoring through RPAG scoring, and customized employee engagement and wellness initiatives. Their approach focuses on simplifying administrative complexity, improving plan governance, and enhancing participant outcomes while limiting fiduciary exposure and costs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Wheeler Retirement Plans

Platform Details

Investment Preferences

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Address

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