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COVID -19 WORKPLACE PREPAREDNESS PLAN

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401(k)

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:

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  • 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

 

Retirement Plan Consulting Services

​Scales icon.pngFiduciary Support

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

magnifying glass icon.pngFee Benchmarking

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

10 icon.pngInvestment Analysis

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

target icon_0.pngTarget Date Fund Consulting

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

compass icon.pngCourageous Plan Design

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

people icon_0.pngEmployee Engagement

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

Service Model Overview

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Investment Review Process

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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 info

  •   8000 W 78th St, Suite 415, Edina, Minnesota 55439
  •   (952) 236-1755
  •   info@waterfrontfinancialgroup.com 

 

 

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Arizona, California, Colorado, Florida, Georgia, Iowa, Idaho, Illinois, Kansas, Kentucky, Michigan, Minnesota, North Carolina, North Dakota, New Jersey, New Mexico, Nevada, New York, Oklahoma, South Dakota, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, Louisiana, Massachusetts, Ohio, Pennsylvania, Tennessee, Wyoming, Oregon

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