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.
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.
Get in touch
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.
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.
