Retirement Plan Consulting Services

Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.

Fee Benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan's negotiating leverage.

Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.

Target Date Fund Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.

Courageous Plan Design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes

Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.

WellCents Financial Wellness Assessment

WellCents Financial Wellness Assessment

WellCents is a comprehensive, holistic financial wellness solution designed to help you create confidence in your financial life. Our goal is to help you develop a real-life action plan to move you toward being financially well, and in turn, help you secure a financially sound retirement.

Are your retirement plan fees meeting fiduciary requirements?

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.

Who We Are

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

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

Learn more about managing your Fiduciary Compliance

Contact Us

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