Facebook Twitter LinkedIn Email Phone Investor360 Login Contact Us Home About Services Team Insights Retirement Plans Home/Services/Retirement Plans Retirement Plan Design We strive to understand your objectives and design a plan that provides the optimal benefits to both your employees and your business. Investment Consulting Investment advice and selection free from proprietary conflicts, a fully transparent fee structure, and impartial recommendations. We monitor your Plan so you can focus on your business. Vendor Bench-Marking & Due Diligence Our customized process looks at costs, services, investment choices, participant resources and more. We’ll help to select the providers that most appropriately fit the specific needs of your organization and employees. DOL & IRS Compliance Implementing process-driven strategies to help you limit your fiduciary liability and acting as your guide to manage the ever changing regulatory environment. Fiduciary Oversight 401(k) plans involve responsibility and liability for plan sponsors. We can share this responsibility with you, implementing processes that help protect the plan and your business. Employee Education & Advice Offering advice and education to help improve the retirement readiness of your employees, while communicating the value of the benefit you are providing. Help your participants make the most of the plan. Whether a one-time review or ongoing, we’re here to help: A Partner Through Thick and Thin We provide continuous investment monitoring, regular plan reviews, participant education services, and much more. Our fee structure is fully transparent, based on the size of your plan and the services desired. A Second Look When You Need It When plans are in need of a one-time check-up to help sponsors meet their fiduciary obligations, we perform a comprehensive review and bench-marking of your plan. Perfect for plans that don’t need on-going support, but recognize the benefits of periodic independent review. Phone: (507) 388-0770 Main Office: 1651 Commerce Drive, North Mankato, MN 56003 Metro Office: 2315 Waters Drive, Mendota Heights, MN 55120 Email: connect@prattwm.com Home About Services Team Insights Contact Us Sitemap Copyright © 2021 Pratt Wealth Management | All Rights Reserved | Check the background of this firm on FINRA's BrokerCheck. *AUA/AUM and client retention data as of 1/1/2021. View disclosures for additional information. Securities & advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, MD, MN, MO, MT, NC, NY, OR, PA, SC, SD, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.