401(k)/Retirement Plans for CPA Firms - FICPA Insurance Marketplace

RETIREMENT PLAN PROGRAMS

Seamless and flexible 401(k) plans for your firm.

With Wheeler Wealth, you can focus on what matters most.

Wheeler Wealth’s 401(k) platform delivers a streamlined, end-to-end retirement solution that simplifies plan administration, recordkeeping, compliance testing, government filings, and investment management. By reducing administrative burden and unnecessary costs, this approach makes it easier for employers to offer a meaningful benefit without added complexity. This efficiency allows greater focus on thoughtful plan design, fiduciary oversight, and ongoing employee education that supports stronger engagement and long-term financial wellness.¹

Trusted by CPA firms and growing businesses nationwide to deliver simple, well-run retirement plans.

Customizable plans.

Design the plan that meets your firm goals and team needs with options like Safe Harbor and Roth plans, profit sharing, and vesting schedules.

Intelligent investing.

Participants can select a diversified investment portfolio—with low-cost funds across asset classes—that rebalances automatically to stay on track.

Seamless setup + employee onboarding.

Once you’re up and running, Wheeler Wealth will enroll your employees, help them set up an account, and provide ongoing financial and plan education.

Automated plan admin.

From serving as your fiduciary to ongoing compliance testing, Wheeler Wealth offers end-to-end management of your 401(k).

SPECIAL OFFER

Free benchmarking of current plans. No-cost evaluation and consultation for start-up plans.
Simply provide a few details and one of our experts will reach out to discuss your firm’s needs.

¹Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Wheeler Wealth and Arkadios are not affiliated through any ownership.

Member Benefits serves solely as a marketing and endorsement partner for this retirement program and does not provide investment, legal, tax, accounting, or retirement plan advice. Member Benefits is not a registered investment adviser, broker-dealer, plan sponsor, plan administrator, fiduciary, or trustee with respect to the retirement plan or any investment options offered through the plan.

All retirement plan services, investment recommendations, participant education, plan administration, and related activities are provided exclusively by Wheeler Wealth and/or its affiliated service providers. Participation in the retirement plan is voluntary, and association membership does not require participation in the program.

Member Benefits makes no representations or warranties regarding the performance of any investment, the suitability of the retirement plan for any individual or organization, or the future results of any investment strategy. Prospective participants should consult their own legal, tax, financial, and retirement planning advisors before making any investment or retirement plan decisions.