For Employers

We are committed to creating retirement plans with a focus on successful retirement outcomes for your employees. Driven by robust technology, systems and services, as a Retirement Plan Advisory Group (RPAG) member firm, we have a unique ability to do that. Because of our partnership with RPAG, we are part of a network dedicated to serving over 40,000 retirement plans totaling more than $450 billion in assets under influence. These plans are driven by ingenuity to help create successful retirement experiences for plan sponsors and participants alike. While most Retirement Plan advisors focus on Investment Analysis, we provide all of the following to every one of our corporate clients:

 

  • Investment Analysis

  • Plan Governance

  • Fee Benchmarking

  • Fiduciary Education

  • Financial Wellness

  • Plan Design

  • ERISA Compliance

  • TDF Suitability

  • Participant Education

 

Is your corporate plan up to par? Is it competitive? Are your employees maximizing the benefits available to them? Not sure? Give us a call and we will ensure your goals are being met.

 

Grant M. Trimble

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Kansas City Office:                                             San Diego Office: 

6800 College Boulevard, Suite 630               12340 El Camino Real, Suite 300

Overland Park, Kansas 66211                           San Diego, California 92130

913-890-8767                                                

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Investment advisory services provided through V Wealth Advisors LLC, a registered investment advisor doing business as "Trimble Investment Group."

 

All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. 

 

Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.

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VWealth Advisor, LLC is a registered investment adviser located in Overland Park, Kansas. VWealth Advisory may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

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