Well and Good LLC

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.

Get in touch

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.

Responsible

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.

Knowledgeable

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.

Registered

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.

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.

get a complimentary initial consultation

We are Well and Good LLC

Richard Shafer, CEBS

Richard (Dick) Shafer, our Executive Director, has overall responsibility for advisory services, client satisfaction and firm compliance. He has more than twenty years of experience with retirement plans of nonprofit corporations. Dick has been a Fellow of the International Society of Certified Employee Benefit Specialists (CEBS) for many years, served on the boards of several nonprofit organizations and speaks at industry association meetings. He was graduated from St. Paul’s School (NH) and Duke University.

DICK SHAFER, CEBS Executive Director

R. Brian Cressey, CEBS, is our managing director with responsibility for specific client assignments nationwide, particularly on the West Coast. He has more than twenty years of related experience. Brian is an Accredited Investment Fiduciary (AIF). He was graduated from Friends Academy (NY) and Bowdoin College.

Scott Hermerda:  A seasoned veteran of retirement plan product and service development and delivery, Scott Hermerda assumes responsibly for advising tax-exempt clients nationwide, especially in the Rocky Mountain area.

Nancy Webb works on our communication, marketing and public relations. Nancy is an award- winning journalist and writer. A Phi Beta Kappa graduate of the University of Kentucky, she was a national newspaper reporter, Nieman Fellow in Journalism at Harvard University and a Harvard Instructor in Expository Writing.

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.

Get in Touch
We travel to major cities and upon request to meet clients.