240-428-1622 | info@shermanwealth.com

The Modern Way

To Offer a Retirement Plan

Sherman Wealth Management, powered by Vestwell, makes it easier to offer and administer 401(k) plans. Our solution removes traditional friction points through a seamless plan design, automated onboarding, streamlined administration, and flexible investment strategies, all at competitive pricing. By acting as a single point of contact for the advisor, plan sponsor, and plan participant, we’ve modernized the retirement offering while keeping everyone’s best interests in mind.

Better For You

By reimagining the way retirement plans are offered, we combine technology and expertise to deliver a flexible, engaging solution for you and your employees.

Customized plan design We support the ability to customize plan design including vesting schedules, eligibility requirements, and other features. We’re here to assist with plan design as much (or little!) as needed.

Fast and easy onboarding Our digital onboarding streamlines the process and we’ll handle plan documents, asset conversion, sponsor training, and participant enrollments. Just hop on a quick onboarding call to kick things off and you’ll be good to go!

Flexible investment selections We offer an easy button solution with the flexibility to insert your preferred investment program.

Fiduciary support Employers can opt to delegate various fiduciary roles, including 3(16), 3(38)/3(21) as part of our bundled solution. This limits your liability and burden from this important responsibility.

Streamlined services & administration We take over ongoing plan administration tasks such as tracking eligibility, participant notices, compliance testing, annual fax filings, and more. Just upload your payroll documents and we handle the rest!

Making your investment selections

Choose for me (Vestwell as fiduciary)

Employees are defaulted into one of Vestwell’s low-cost ETF strategies based off estimated retirement age, but can move to a target risk strategy if preferred.

Help me choose (Morningstar as fiduciary)

Using a Morningstar vetted universe of mutual funds and ETFs, you’re guided to create a fund line-up tailored to your employees’ needs.

Choose myself (Advisor/Plan Sponsor as fiduciary)

You can design your own custom strategies and/or line-ups and take on the fiduciary responsibility for the investments.

Let's Talk

Build Your Wealth Using a Customized Financial Plan

Better for your Employees.

Retirement planning can be overwhelming. We make it easier to save by giving participants a platform they’ll actually use.

Easy enrollment Through streamlined enrollment and deferral selection, we make it easy for more participants to hit the ground running and begin working towards their retirement goals.

Simplified investment selections Participants can have the platform choose, get help choosing, or choose themselves.

Modern experience Our clean interface and simplified investment conversation creates a user-friendly experience by changing the way participants engage with their retirement plans.

Contact Us Today


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