Total Wealth Management’s Retirement Plan Services Group provides best of class independent services and investment solutions for your company’s retirement plan. Our team has extensive experience as consultants for 401(k), 403(b), Non-Qualified Deferred Compensation, and Defined Benefit plans.

Services include:

• Independent Plan Fiduciary Review
• Investment Analysis and Recommendations
• Vendor Benchmarking
• Fee Analysis
• ERISA Compliance & Fiduciary Assistance
• Plan Design
• Participant Advice and Education

As an ERISA Section 3(38) investment manager, Total Wealth Management becomes an ERISA section 405(d)(1) independent fiduciary to the plan which makes us solely responsible and liable for investment decisions concerning the selection, monitoring and replacement of plan investment options. Our status as an independent fiduciary provides the highest amount of protection available to you and your plan. As plan sponsor, however, you always retain the duty to select and monitor the investment manager.

As independent advisors, TWM’s Retirement Plan Services Group has the flexibility to work with any plan vendor or plan investment and is dedicated to assist you in finding the right mix of services for you plan. Total Wealth Management’s unique asset management approach has given investors a higher probability of growing and preserving their retirement nest egg.

For a free consultation or Plan Fiduciary Review, contact Nathan McNamee, VP of Retirement Plan Services at (619) 704-1500 ext. 147 or email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .