How We Work

Responsible, knowledgeable and registered, always with an eye on changing landscape, we advise the retirement plan fiduciaries of nonprofit organizations and like-minded businesses.

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We make it more simple for you to be an effective plan fiduciary.

We offer a hands-on transition program with recommended action steps tailored to the needs of your plan. As a fiduciary to your plan, we partner with you to provide ongoing service and advice.


We assume fiduciary responsibility for your plan (in writing), provide transparent fee and compensation information, advise on changing 403(b) and 401(k) oversight, laws and regulations, and advise on how to keep the best interest of your plan and participants at the forefront in an increasingly competitive plan sponsor marketplace.


Our client-facing principals worked within the retirement plan sponsor industry for many years. We are independent yet maintain constructive working relationships with industry professionals. Well and Good LLC opinions and analyses are straightforward, well- researched and data-driven, enabling your informed decisions.


Well and Good LLC is registered with the Securities and Exchange Commission as an Investment Advisor (CRD 151091). Fewer than 3 percent of RIAs have 75%+ clients with pension and profit-sharing plans, a category that represents 100 percent of our clients. Our plan-exclusive services are without commissions or conflicts of interest.

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How can Well and Good LLC help you?

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.

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We are Well and Good LLC

Our nationally centralized office is in Madison, Wisconsin.

We serve clients nationwide, mainly by phone, e-mail and/or webinar. We travel to major cities and upon request to meet with clients.

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We travel to major cities and upon request to meet clients.