401k

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

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