The WAICU Retirement Readiness Plan (WRRP) was established by WAICU members in 2018. WAICU institutions can offer employees better retirement options and reduce institutional risk associated with sponsoring their own plans. By merging into the Collaboration, WAICU institutions access higher quality services, lower fees, and administrative support typically only available to much larger plans.

Collaboration Vendors and Partners

• WAICU – Plan Administrator, Plan Sponsor, and Management Services
• Transamerica – Recordkeeper, Custodian of Assets, and Participant Communication & Education
• Advanced Capital Group – Investment Advisor & Manager

Benefits of Merging

• Reduce
  • Fees paid by participants
  • Fiduciary liability – no longer sponsor a plan
  • Administrative burden
• Increase
  • Quality of services and support
  • Employee education
  • Collaborative peer support
  • Transparency in fees and funds – open architecture
• Continue
  • One-on-one participant retirement consultation
  • Flexibility in employer plan decisions
  • Church plan status if applicable

WRRP Contact
Jennifer deHart
WAICU Chief Operating Officer
jennifer.dehart@waicu.org
(608) 204-5226

To contact WAICU about the program, email collaboration.info@waicu.org