Corporate Retirement Plans
WEWM, led by Accredited Investment Fiduciary (AIF®) Austin Rinard, is uniquely qualified to serve as a 3(21) or 3(38) Fiduciary for your corporate retirement plan. This designation signifies a commitment to the highest standards of fiduciary responsibility and investment expertise, ensuring your plan's assets are managed with the utmost care.
As a 3(21) Fiduciary, WEWM provides expert investment advice and recommendations, empowering you to make informed decisions about your plan's investment lineup. While we share fiduciary responsibility with you, you retain ultimate control over investment selection and monitoring.
Alternatively, as a 3(38) Fiduciary, WEWM assumes full discretionary authority over your plan's investments. This includes investment selection and monitoring, relieving you of the burden of fiduciary duty for these critical functions. Our deep understanding of fiduciary duty, investment strategies, and regulatory compliance ensures your plan's assets are managed effectively and efficiently.