Retirement Planning
At Waterfront Financial Group, our goal is to help you manage a successful and cost-effective retirement plan that helps you attract and retain valuable employees and helps prepare them for life in retirement.
You can rely on our experienced advisors to:
- Understand the complex retirement plan marketplace
- Consistently track industry trends
- Continually educate ourselves and our clients on the latest legal and regulatory standards
- Strive to consistently place the best interests of your plan and its participants first
- Employee one-on-one meetings, experience the Waterfront Difference
- “Retirement Readiness,” at Waterfront Financial Group, Retirement Readiness not just a catch phrase
Service Model Overview
Investment Review Process
Our comprehensive Retirement Plan Consulting Services include:
- Assistance with Investment Policy Statement preparation and review
- Investment Monitoring and Recommendations
- Assist with Changes in Investment Options
- Assistance Identifying Qualified Default Investment Alternative
- Performance Reports
- Plan Search Support/Vendor Analysis
- Benchmarking Services
- Assistance Identifying Plan Fees
- Plan Committee Education
- Plan Participant Enrollment and Education Assistance
- 404(c) Assistance
