Conversions

Depending on you current plan administrator, we may be able to provide our investment advising services without having to switch the plan to a new administrator.  However, it may be best to switch to a new TPA/provider if they are:

• Not providing the level of service you and plan participants deserve
• Charging excessive fees/expenses
• Not able to work with an investment adviser who has your best interest in mind

Willow Ridge Capital Advisors will help you in the conversion process so that your plan will transfer smoothly to a new plan provider that provides better service and is more cost efficient.

We work with several different providers that provide excellent service at minimal cost.  Since we DO NOT receive any commissions from providers, you can trust that we are acting in your best interests and our recommendations are unbiased and objective.

Do you know how your plan provider's fees and expense compare to the rest of the industry? 

We can do a fee/expense analysis for you! Click here for more details...