Defense against litigation
A prudent management process demands expertise such as that provided by Well and Good LLC. Courts have clarified that you must obtain expertise if you lack it. Evidence of a prudent process becomes your first line of defense against litigation. Well and Good LLC delivers that evidence through quarterly reports, meetings, recommendations and follow up.
We offer a complimentary initial consultation. At that time, we will identify your plan advisory needs and develop a proposal with the recommended product or service that will best suit your needs.
Through Well and Good LLC, Dick Shafer brings independent, professional and affordable advice to fiduciaries of retirement plans. I have watched Dick develop a suite of research-driven retirement plan investment advisory services especially well-suited to the needs of nonprofit organizations. Dick has many talents but the one that stands above all else is his empathy for customers and their needs. For example, he always properly emphasizes the benefit of the plan and participants over any other interest. I recommend Dick Shafer and Well and Good to any organization looking to benefit from vast retirement industry knowledge, technical know how and positive attitude.
---Subi Banerjee, Senior VP Finance, DuTrac Community Credit Union, Dubuque, Iowa