Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan's negotiating leverage.
Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes
Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.
We work with organizations and fiduciaries to help maximize retirement plans that align with corporate goals, but also mitigate risk and provide confidence to you and your employees.
If you’re not sure how your plan’s fees stack up, we can help by providing a complimentary fee benchmark. After reviewing your fee disclosure, we’ll provide you with actionable data so you feel confident in ensuring your retirement plan is in compliance.
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:
Learn more about managing your Fiduciary Compliance