Wright Retirement Services, L.L.C. Wright Retirement Services, L.L.C. is a closely held company with a diversified client base. We have been providing administrative and consulting services for plan sponsors since 1984. We serve many clients across the Southeast.
We are committed to providing the highest level of service in the qualified retirement plan area. WRS specializes in all types of defined contribution plans. In addition, we work other types of retirement programs such as nonqualified plans and employer stock purchase plans.
Our goal is to provide services that are customized to fit your individual needs. We do not market investment products, rather we work closely with you, your investment advisor and/or legal counsel to design an overall program best suited for your Company.
Not only do we service plans utilizing traditional investment platforms or self-directed brokerage accounts, but we also have alliances with a number of financial institutions that provide daily valuation recordkeeping. We work jointly with these institutions to provide a seamless platform for your Plan.
WRS is uniquely qualified to address the needs of your Company and employees in light of legislative changes as well as changes in your business model and environment. We have an experienced team of dedicated professionals, and we pride ourselves in providing accurate and timely information.
We specialize in:
- taking advantage of tax law changes to improve employer deductions
- offering alternative strategies to better meet the goals of the employer and employees
- updating employers on recent law changes that could impact your plan(s)
- maintaining precise records to better assist employers in future planning as well as recordkeeping for your qualified plan