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Well and Good LLC - What We Do

pension consultant RIA plan investment fiduciary Well and Good LLC Advisory services Registered Investment Advisor investment advisory agreement fee-only independent registered investment advisor registered investment adviser board member volunteer board bulletproof SEC Securities and Exchange Commission ERISA co-fiduciary non-discretionary fiduciary investment advice investment recommendation NAPFA (3)(21) (3)(38) writer journalist

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pension consultant RIA plan investment fiduciary Well and Good LLC Advisory services Registered Investment Advisor investment advisory agreement fee-only independent registered investment advisor registered investment adviser board member volunteer board bulletproof SEC Securities and Exchange Commission ERISA co-fiduciary non-discretionary fiduciary investment advice investment recommendation NAPFA (3)(21) (3)(38) writer journalist
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Well and Good LLC - What We Do | wellandgoodria.com Reviews

https://wellandgoodria.com

pension consultant RIA plan investment fiduciary Well and Good LLC Advisory services Registered Investment Advisor investment advisory agreement fee-only independent registered investment advisor registered investment adviser board member volunteer board bulletproof SEC Securities and Exchange Commission ERISA co-fiduciary non-discretionary fiduciary investment advice investment recommendation NAPFA (3)(21) (3)(38) writer journalist

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wellandgoodria.com wellandgoodria.com
1

Well and Good LLC - Resources

http://www.wellandgoodria.com/Resources.html

Links and information we expect you will find helpful, from sources we respect but do not always independently verify. Of retirement plan fiduciary responsibility. NBOA Net Assets article 403(b) Plan Compliance Strategies. Of 403(b) plan fiduciary terms. Videos/clips on behavioral finance c/o Nightly Business Report. Http:/ www.pbs.org/nbr/site/features/special/mind and money presidents/. 160;  . TIAA-CREF Helps Plan Sponsors Understand Their Fiduciary Roles. Says very well. .

2

Well and Good LLC - What We Do

http://www.wellandgoodria.com/default.html

Most Well and Good LLC engagements start with an intensive, hands-on Transition Program. In two to three hours, you complete a due diligence review and emerge with specific recommended action steps.  We consider the program- including an 80-page Fiduciary Resource,. 160;all time and materials- an excellent value. Read National Business Officers Association Net Assets. Magazine articles: 403(b) Plan Compliance Strategies. In 2010, sponsors of 403(b) plans subject to Title 1 of ERISA had to compl...These d...

3

Well and Good LLC - Why Consider Us

http://www.wellandgoodria.com/Why-Consider-Us.html

Simplicity on the other side of complexity. We embrace the future of the retirement plan fiduciary. Written acceptance of fiduciary responsibility; fee and compensation transparency; merging of 403(b) and 401(k) oversight, laws and regulations, and; increasingly competitive service provider marketplace where the employer as plan sponsor decides what is in the best interest of the plan and its participants. We focus on non-profit organizations and like-minded businesses. We know your plans marketplace.

4

Well and Good LLC - How We Work

http://www.wellandgoodria.com/How-We-Work.html

Richard (Dick) Shafer, CEBS, is our Executive Director with overall tresponsibility for advisory services, client satisfaction and firm compliance. He has more than twenty years of experience with retirement plans of non-profit organizations. Dick is a Fellow of the International Society of Certified Employee Benefit Specialists (CEBS) and has served on the boards of several non-profit organizations. He was graduated from Duke University and St. Pauls School (NH)&...Madison, WI 53711. We offer a complime...

5

Well and Good LLC - Connecting

http://www.wellandgoodria.com/Connecting.html

Well and Good LLC (Well and Good) provides independent, flat fee-for-service advice to retirement plan fiduciaries. . Investment fiduciary to your plan. Recommendations to plan committee. Hands-on, intensive fiduciary transition from provider-dependent to independent decision-making. Custom policy statements for your plan. Investment lineup design, selection and monitoring. Vendor and account searches, negotiations. Fee and cost full disclosure, benchmarking. Participant education, guidance and advice.

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richardshafer.net richardshafer.net

Richard Shafer

http://www.richardshafer.net/index

A personal financial planner, retirement plan expert, and Certified Employee Benefit Specialist (CEBS), Richard Shafer. Currently serves as the Executive Director of Well and Good LLC. A Fellow of the International Society of Certified Employee Benefit Specialists (ISCEBS), Richard Shafer. In his spare time, Richard Shafer enjoys cheering on his favorite college sports teams and taking advantage of Madison's summer growing season to tend his vegetable garden. Richard Shafer on Bigsight.

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Well and Good LLC - What We Do

Most Well and Good LLC engagements start with an intensive, hands-on Transition Program. In two to three hours, you complete a due diligence review and emerge with specific recommended action steps.  We consider the program- including an 80-page Fiduciary Resource,. 160;all time and materials- an excellent value. Read National Business Officers Association Net Assets. Magazine articles: 403(b) Plan Compliance Strategies. In 2010, sponsors of 403(b) plans subject to Title 1 of ERISA had to compl...These d...

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WELL AND GOOD

Sunday, February 1, 2015. Concept by Underdog the DJ. 0 Comments and Ideas. Tuesday, January 1, 2013. M3nsa : Wanlov The Kubolor :. 56 Comments and Ideas. Tuesday, December 11, 2012. 9698;◢EAT WITH THE SEASONS╱╲╱╲╱╲. Concept by Underdog the DJ. 0 Comments and Ideas. Saturday, November 24, 2012. Concept by Underdog the DJ. 0 Comments and Ideas. Tuesday, November 13, 2012. Concept by Underdog the DJ. 1 Comments and Ideas. Monday, November 12, 2012. Is out today on Fade to Mind. Concept by Underdog the DJ.