Qualified Plans

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Qualified Retirement Plans

We specialize in designing and managing qualified retirement plans that are tailored to your company’s needs and goals. Whether you're starting a new retirement plan or looking to optimize an existing one, we provide expert guidance every step of the way.

We take a comprehensive wealth management approach to your company’s qualified retirement plan. This includes designing the right plan, ensuring an effective fund lineup, and providing education to drive high employee participation. We prioritize financial wellness, offering education that helps participants not just save for retirement, but understand and use their plans effectively.

VIP Morningstar

This program is designed to help you keep in touch with investment trends of your money, provide you with an ongoing information stream to help you make better decisions, and show you an analysis of your accounts through the eyes of a Wealth Management Advisor.

Schedule an Enrollment

There are many benefits to contributing to a 401(k) retirement plan, such as tax advantages if you make pretax contributions, the opportunity to receive employer contributions, as well as time for your money to grow due to compound interest. Sign up here to learn more about the 401(k) plan offered through your employer!

Your employer must currently partner with Onward Financial Network.

Schedule a Rollover Call

If you'd like to consolidate all your old 401(k) plans into your current employer 401(k) plan, please select a time to do a rollover call.

*You must send a copy of your account statement(s) to kristen.saunders@onwardfn.com prior to the scheduled rollover call.
Learn MoreSchedule an EnrollmentSchedule Rollover Meeting

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7 S. Main Street
Fond du Lac, Wisconsin
(920) 273-0007

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Onward Financial Network. Osaic Wealth Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth Inc.

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