Retirement Plan Consulting
Providing plan efficiency, fiduciary compliance education and investment opportunities.
At Wealth Enhancement Group, this team provides advising services to businesses on company-sponsored retirement plans. Our focus is on helping plan sponsors and participants achieve successful retirement outcomes. We focus on making your plan easy to administer, and we keep you fully informed for fiduciary protection.
Delivering streamlined technology and excellent service.
Our Retirement Plan Consulting team accomplishes these objectives by offering industry-leading systems and services as well as experience and knowledgeable personnel who will help you with any or every aspect of successfully managing your company’s retirement plan. We have a passion for what we do and that translates into better service for you.
We’ll help deliver:
- Exceptional service, addressing your goals
- Top-tier investment opportunities
- Education regarding fiduciary responsibilities
- Prepared participants
Joe Brummel - Accredited Investment Fiduciary® (AIF®)
 As director of the Retirement Plan Consulting team, Joe Brummel brings more
than 15 years of industry experience to Wealth Enhancement Group. He is
a passionate advocate for helping plan sponsors build successful retirement
plans and preparing participants for retirement. He has earned the Accredited
Investment Fiduciary® (AIF®) professional designation from Fiduciary 360, which
trains and certifies advisors in investment fiduciary responsibility.
For the second year in a row, Joe has been named to 401kWire's 2010 "Top 300
Most Influential Defined Contribution Advisors in America." According to 401kWire, this ranking is based
on almost 3,000 nominations from across the financial services industry, as well as from their editorial staff.
The final list was based on more than 120,000 reader votes as well as input from distributors working with
the advisors, honorees of last year's 401kWire Top 40 Advisors ranking, and an analysis of objective criteria
including statistics about the advisors' practices that were obtained directly from all of the nominated advisors.
Joe is a founding lecturer of TRAU™—The Retirement Advisory University™ at UCLA Anderson School of
Management Executive Education. TRAU is the first company retirement plan management certification program
offered in cooperation with a nationally recognized institution of higher learning.
He also senior vice president, Product and Business Development for Left Coast Solutions, Inc. In this role, he
created the original participant experience for iJoin, a patent-pending retirement enrollment solution using mobile
web technology. iJoin helps groups of participants make better savings and investment decisions in minutes
through a personalized interactive process.
Joe has been the featured speaker on retirement industry best practices and trends for various groups such as
Human Resources Professionals of Minnesota and Burnsville HR Roundtable. He is also a periodic guest on the
weekly radio show "Your Money," broadcast on nine radio stations in three states.
He serves as treasurer of the Board of Directors for European Children Adoption Services, an international
adoption agency. A graduate of Carleton College in Northfield, Minnesota, Joe is from a large family—he is one
of ten children. Currently, Joe and his wife live in Prior Lake with their two children; he and his family enjoy
many diverse activities, including sports, camping, games and family gatherings.
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