Customer experiences with Well and Good advice:
I am very happy with the progress we have made with Well and Good's advice and feel confident that we are fulfilling our fiduciary responsibilities. Looking forward to our continued work together! Director of Finance and Operations
We had formed a Plan Committee and met several times, but we had not accomplished much. Well and Good's hands-on Transition Program, in-depth analysis and specific recomendations gave us confidence to make decisions and effect meaningful change. Controller
Your Transition Program sessions were excellent. Chief Financial Officer
The Transition Program materials show great pride and quality analysis. Action steps are clear and easy-to-follow. The insights into product and market trends help us plan in advance for what the future may hold. Director of Business and Operations
It's been a great year working with you and we are delighted with the value-added services you provide the Committee. Director of HR, Administration.
[CFO] thanked Mr. Shafer for the assistance he had provided over the past year, in particular his successful efforts in convincing [provider] to promote [Client]’s plan to a higher platform which will allow the addition of new funds to the plan without incurring additional fees if the committee decides to broaden the current choices. From a report to client's board
Dick Shafer and I have been working together to investigate your plan economics. Congratulations! You qualify for a lower cost share class. The same funds come to you (and all participants) at a lower expense. Provider rep e-mail
I am accustomed to institutional advisers receiving a percentage of of plan assets. When I compared offers, I appreciated Well and Good's economical, personalized, flat fee-for-service package. Board Member, Investment Committee Chair.
The Committee agrees Well and Good has done a great job working with [provider] to update plan investments. Human Resources Director
Thank you for a great yearend wrap-up report and for the advice/expertise that you provided. It is a pleasure doing business with you. Plan Committee Chairperson
Your expertise and knowledge have been immensely helpful to me and the transition process. Business Officer.