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563.578.8076
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Employer-Sponsored Retirement in Sumner IA & Waverly IA

Provide your Employees with the Assurance that their Futures are Protected

Wegner Insurance Agency Inc. provides employer-sponsored retirement plans to businesses in Sumner, Waverly, Waterloo, Cedar Falls, Tripoli, West Union, and surrounding areas.

As a business owner, it’s important to keep your employees happy so your business can run smoothly. Wegner Insurance Agency Inc. understands the intricacies involved in running a successful business, which is why we offer employer-sponsored retirement plans that run at little to no cost for your employees. Your employees will be happy with the discounted services they receive, and the plan that your business offers is tax-deductible, ensuring satisfaction on both ends.

With a quality retirement plan in place, your employees can rest assured that their earnings are safeguarded for the future. Your business will experience the benefits of having a happy, productive working environment.

Here are some the employer-sponsored retirement plans we offer at Wegner Insurance Agency Inc.:

  • 401(k)
  • 457(b)
  • 403(b)
  • Tax-exempt earnings growth

Contact a representative at Wegner Insurance Agency Inc. today to set up a consultation.

*Federal income tax laws are complex and subject to change. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions. 

Our Location

Wegner Insurance Agency

103 West First St
Sumner, IA 50674
Main office: 563-578-8076
Fax: 563-578-5425

Office Hours:

Mon: 8:00 AM - 4:30 PM
Tues: 8:00 AM - 4:30 PM
Wed: 8:00 AM - 4:30 PM
Thurs: 8:00 AM - 4:30 PM
Fri: 8:00 AM - 4:30 PM
Sat: Closed
Sun: Closed

Our Providers

Testimonials

Wegner Insurance has helped protect many parts of our lives over the past 7 years, from when we started out as a newly married couple in a rental apartment, to later insuring our purchased home, our cars and our home-based and later off-site business. We love that they are Dave Ramsey endorsers and that is originally how we found them. Doyle takes time to come to our home when needed, and Carolyn and Karla are phenomenal with putting up with my multitude of questions every time our policy changes because we have added something, sold a vehicle, or just have questions in general. They take time to know about our family and truly care about us as clients. We highly recommend them to anyone looking for small-town business with any kind of coverage!
- Brittany Todd
Friendly and helpful staff who are always patient with all my questions. Excellent customer service!
- Tessa Willie
Wegner insurance is always top notch! Have a question or problem, just call! They will always help! Even Doyle came to my house on a Saturday, to discuss my farm and vehicle coverage, so I didn't have to take a day off work to go to their office! Glad I made the call to them when I was looking for coverage! Awesome people!
- Dale Degner