Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.

With WL Bechtold, your comprehensive retirement plan can do more! Our services include:

Retirement Benefit Analysis/Evaluation

We prepare cost/plan reports and gather all the pertinent information necessary to make an objective evaluation of your employees’ retirement needs.

Benefit Plan Design

Using your knowledge of your benefit requirements and the programs offered by a variety of quality providers, we’ll design a Retirement Plan tailor-made for you.

Implementation

To implement your plan we’ll handle all the important details, making sure that your company is meeting all Federal and Government requirements. We’ll also work out the proper coordination concerning payroll and personal needs.

Administration

If you elect to use us to administer your program, we’ll issue employee and employer reports and prepare semi-annual and annual reviews. Of course, we’ll strive to make any changes in your plan as well as enrollment and employee changes as effectively as possible.

Funding

The overall approach to providing our services requires a mutual effort to insure that the retirement benefit program is designed, administered and funded in the most effective and cost-efficient way. Selection of plan funding or a firm to manage the plan’s assets requires the highest professional qualities. Whether the organization recommended is an investment company, bank or insurance company, the record and the experience of that organization needs to be carefully examined before the recommendation is made. At W.L. Bechtold & Company, our associates have extensive experience in recommending winners with proven track records.

Cost Savings Analysis

Receiving competitive pricing is highly advantageous – especially when cost savings are realized. But those “cost savings” are totally negated if the quality of service suffers. Therefore, it is important to consider both the price and quality of service. W.L. Bechtold & Company is dedicated to providing the highest quality of service to your organization while achieving significant cost savings.

 

When you’re ready to find out more, contact us for your individualized cost/benefit proposal.