401(k) Retirement Plan Advisory Services
Helping Employers Build Better Retirement Plans
At Hagen Wealth Management, we help employers design and manage retirement plans that support employees' financial well-being while simplifying the responsibilities of plan sponsorship.
Our approach combines fiduciary guidance, investment oversight, and participant education to help organizations build retirement programs that are efficient, compliant, and focused on long-term success
HOW WE HELP
Fiduciary Guidance
Helping plan sponsors understand and fulfill their responsibilities with confidence.
Investment Oversight
Providing ongoing monitoring, analysis, and recommendations designed to keep your plan aligned with its objectives.
Reporting & Benchmarking
Delivering meaningful reporting and evaluating fees, services, and investment performance.
Participant Education
Empowering employees through retirement education, enrollment support, and financial wellness resources.
Vendor Support
Assisting with provider evaluations, plan searches, and implementation support when changes are needed.
Fiduciary Solutions
Every retirement plan sponsor has fiduciary responsibilities under ERISA. We offer two levels of investment fiduciary support designed to meet your organization's needs.
3(21) Investment Advisor
Shared Fiduciary Responsibility
We provide investment recommendations, ongoing monitoring, and fiduciary guidance while you retain final decision-making authority.
Ideal for organizations that want professional guidance while remaining actively involved in investment decisions.
3(38) Investment Manager
Delegated Investment Responsibility
We assume discretionary responsibility for selecting, monitoring, and managing your plan's investments.
Ideal for organizations seeking professional investment management and a more streamlined fiduciary process.
Why Hagen Wealth Management?
At Hagen Wealth Management, we believe retirement plans should do more than meet regulatory requirements. They should become meaningful employee benefits that support financial wellness, improve retirement readiness, and help organizations attract and retain exceptional talent.
We combine fiduciary guidance, investment expertise, and participant education to help employers build retirement programs that work better for both their business and their employees.
Our mission is simple: help plan sponsors maintain a well-managed, compliant retirement program designed to improve participant outcomes, support financial wellness, and strengthen long-term retirement readiness.
Guidance today. Better outcomes tomorrow.
Ready to evaluate your retirement plan?
Whether you are reviewing your current provider, seeking fiduciary support, or looking for ways to improve participant outcomes, we welcome the opportunity to discuss your retirement plan needs.
