Women's Wealth Builder 401(k)

Helping you focus on what matters most: running their business —not their retirement plan.

As a NAWBO Member and Corporate Partner,  you now have access to a Retirement Program developed through our affinity partner, Perspective Financial Group. 

Are you looking to: 

Enjoy The Benefits of a pooled Retirement plan:

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Because the 3(16) Plan Administrator handles the administrative and fiduciary responsibilities, participating employers can focus on running their business and meeting the needs of their employees. Benefits include:

The pooled plan solution pulls together a professional service team to help participating employers manage the retirement plan.  The pooled plan is a collection of single employer defined contribution plans that, through a pooled arrangement, may share a common plan administrator, named fiduciary, investment menu, and plan year. Participating employers do not have to share a common association or industry. This pooled-plan solution can help reduce the administrative burden, transfer certain risks, and potentially lower the overall plan cost. It brings together a team of professionals on an employer’s behalf so they can focus on what matters most: running their business —not their retirement plan.

Meet the Service Providers:

FINANCIAL ADVISOR, PERSPECTIVE FINANCIAL GROUP

• Helps employers with due diligence in selecting a
plan provider
• Identifies ways to reduce administrative duties for
employer at competitive cost
• Offers services to help increase plan participation
• Lends support with comprehensive education
program for employees
• Provides investment guidance and education for
employees
• Conducts plan reviews
• Suggests plan design enhancements

PLAN ADMINISTRATOR* 3(16), FUTUREPLAN FIDUCIARY SERVICES, LLC

• Performs administrative functions to keep
plan compliant
• Responsible for day-to-day plan operations, including
− Completion, signing, and filing of Form 5500
− QDRO determinations
− Benefit payment authorization
− Ensuring proper spousal consent obtained for
payments
− Distributions
• The nation’s largest third party administrator (TPA)
• Currently administers over 115 pooled-plan solutions
• Offers local support across all 50 states

THIRD PARTY ADMINISTRATOR (TPA), FUTUREPLAN

• Helps participating employers with plan design
• Provides ongoing compliance services, including
mandatory testing and administration
• The nation’s largest third party administrator (TPA)
• Administers over 115 pooled plan solutions
• Offers local support across all 50 states

RECORDKEEPER, TRANSAMERICA

With a history dating more than 100 years, Transamerica is a
leading provider of insurance, retirement, and investment
solutions, serving millions of customers throughout the United
States. In addition to being the recordkeeper responsible for
handling benefit payments and enrollments, Transamerica
provides support up to and through the plan participant’s
transition to retirement.

AUDITOR, CLIFTONLARSONALLEN LLP

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.