We advise 401(k) plans with limited numbers of participants because we feel it is important to meet with each and every person individually.
Each employee has specific needs and we help them pursue a successful retirement based on those needs.
We measure the success of a plan by whether the individual employee is on track toward a successful retirement – that's the Waterfront difference.
We are a co-Fiduciary to your plan
Our Services Include:
We also act as a Consultant to the plan
Mark Hegstrom, Managing Partner, holds the AIF designation
He adheres to a Code of Conduct and Ethics to help manage conflicts of interest
He receives annual training to keep certification current
Every employee, every year
We believe we should see each participant, every year
Your employees should be Retirement Ready