Retirement Plan Consulting for Businesses
Our Retirement Plan Consulting team provides exceptional retirement plan services for employers and their employees. We have a passion for what we do and we’re dedicated to making a positive difference for our clients. Our objective is to help your plan and your participants succeed with measurable outcomes that are aligned with your values and goals. And, being an independent firm allows us to build our organization around a simple principle—do what’s best for the client—which means that clients can be certain their needs and values are at the center of our business.
Providing plan efficiency, fiduciary compliance education and investment opportunities.
At Wealth Enhancement Group, this team provides advising services to businesses on company-sponsored retirement plans. Our focus is on helping plan sponsors and participants achieve successful retirement outcomes. We focus on making your plan easy to administer, and we keep you fully informed for fiduciary protection.
Delivering streamlined technology and excellent service.
Our Retirement Plan Consulting team accomplishes these objectives by offering industry-leading systems and services as well as experience and knowledgeable personnel who will help you with any or every aspect of successfully managing your company’s retirement plan. We have a passion for what we do and that translates into better service for you.
We’ll help deliver:
- Exceptional service, addressing your goals
- Top-tier investment opportunities
- Education regarding fiduciary responsibilities
- Prepared participants
We help to protect plan fiduciaries address liability, while enhancing investment opportunities and helping participants work towards financial security. We are proud of our commitment to excellence, and invite you to see for yourself how our services can make a difference in your retirement plan.
Joe Brummel - Accredited Investment Fiduciary® (AIF®)
As director of the Retirement Plan Consulting team, Joe Brummel
brings more than 15 years of industry experience to Wealth
Enhancement Group. He is a passionate advocate for helping
plan sponsors build successful retirement plans and preparing
participants for retirement.
He has earned the Accredited Investment Fiduciary® (AIF®)
professional designation from Fiduciary 360, which trains and
certifies advisors in investment fiduciary responsibility.
Joe has been named to 401kWire’s “Top 300 Most Influential
Defined Contribution Advisors in America for 2010 and 2011.” *
Joe is a founding lecturer of TRAU™—The Retirement Advisory
University™ at UCLA Anderson School of Management Executive
Education. TRAU is the first company retirement plan management
certification program offered in cooperation with a nationally recognized institution of higher learning.
He is also Chief Architect of iJoin™, a patent-pending retirement enrollment and education solution using mobile web technology. iJoin helps participants make better savings and investment decisions in minutes, through a personalized interactive process, and provides meaningful retirement readiness metrics for participants, plan sponsors, advisors and record keepers.
Joe has been the featured speaker on retirement industry best practices and trends for various groups and conferences. He is also a periodic guest on the weekly radio show “Your Money,” broadcast
on nine radio stations in four states.
He serves as treasurer of the Board of Directors for European Children Adoption Services, an international adoption agency. An economics graduate of Carleton College in Northfield, Minnesota, Joe is from a large family—he is one of ten children. Currently, Joe and his wife live in Prior Lake with their two children; he and his family enjoy many diverse activities, including sports, camping, games and family gatherings.