Well and Good LLC

Registered Investment Advisor


Well and Good LLC (Well and Good) provides independent, flat fee-for-service advice to retirement plan fiduciaries. Services include:

  • 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
  • Plan fiduciary communication "up and down" your organization
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