Simplicity on the other side of complexity
We embrace the future of the retirement plan fiduciary: written acceptance of fiduciary responsibility; fee and compensation transparency; merging of 403(b) and 401(k) oversight, laws and regulations, and; increasingly competitive service provider marketplace where the employer as plan sponsor decides what is in the best interest of the plan and its participants.
We focus on non-profit organizations and like-minded businesses. As children of educators, we all grew up with healthy appreciation for mission-based organizations. As professionals, we have many years of experience with non-profits' culture and decision-making.
Well and Good LLC is registered with the Securities and Exchange Commission as an Investment Advisor (CRD 151091). Such registration is required to furnish retirement plan advisory services. We assume an investment fiduciary responsibility for your plan.
We are among the less than 3% of Registered Investment Advisers that report 75% or more of their clients are pension and profit-sharing plans.