Company Performance Metrics
- Tim Young: Managing Partner Business Advisory Services
Wealthpoint, Inc. provides plan management consulting, plan participant education, and retirement plan solutions to plan sponsors and participants in the United States. It offers plan management consulting services, such as fiduciary review services in various areas, including plan fees and expenses, revenue sharing among plan vendors, the
selection and monitoring of plan vendors and investment options, employee participation, participant education and communication, IRS compliance testing, plan document issues, and government reporting; and plan management online tool to fulfill duties under ERISA. The company also provides education through group seminars, meetings with financial advisors, and personal plan evaluations; fiduciary consulting; and retirement plan solutions. Its consultation services enable plan sponsors to manage fiduciary responsibility and personal risk. The company was founded in 2005 and is based in Phoenix, Arizona.
