Simple. Transparent. Low Cost.

401(k) and Employer-Sponsored Plan Services

401(K) Sponsored Plans - Plan Setup

Plan Set-Up​

There are many different types of retirement plan options for your business. Our retirement plan consultants work with you to structure the right type of plan that fits your company’s specific goals.

401(K) Sponsored Plans - Fiduciary MonitoringWealthGen Office

Fiduciary Monitoring

Our 3(21) and 3(38) Fiduciary services mean that we build, select, and monitor your investment lineup. We ensure documented processes and investment selection criteria to keep your plan compliant and your investment oversight up-to-date.

401(K) Sponsored Plans - Low CostWealthGen Advisor Happy Client


The biggest kept secret in retirement plan management is built into how costs are structured. Low-cost, transparent plan designs help employers and employees save a ton of money over time. How much are you paying?

Find out how much you are truly paying.

Request a free analysis. 

Free Resources

Our Blog

Insightful articles that reflect our low-cost, "stay the course" investment philosophy.

Our Videos

Free videos that cover complex topics in an easy-to-digest explainer style.

Choose your advisor

Ken Hargreaves - Wealth ManagerKen Hargreaves - Wealth Manager

Ken Hargreaves

Founder, Wealth Manager
Shane Klemcke - Wealth ManagerShane Klemcke - Wealth Manager

Shane Klemcke

Wealth Manager