When Experience Counts, WFG Delivers.
At Washington Financial Group we’re passionate about helping you provide an effective retirement plan to your employees. This passion is evident not only in the education we provide to you and your plan participants, but in our commitment to investing heavily in our own education for the benefit of our clients.
Customized Plan Development
From our initial meeting, we partner with you every step of the way to develop and maintain a customized plan to strategically balance the objectives of your company and plan participants.
Retirement Plan Consulting
Our knowledge covers all aspects of plan operations, including changing service providers, managing plan conversions, updating and monitoring investments, vendor benchmarking, fee analysis, monitoring the plan’s overall health and developing employee communications.
Retirement Plan Participants
In addition to assisting with enrollment into new plans, we provide qualified, objective insights on investment allocations. We will also develop an effective employee education program—including group and one-on-one meetings—based on the unique needs and objectives of your participants.
Our professionals bring a broad range of core competencies and credentials across retirement planning and asset management disciplines, including:
Certified 401(k) Professional – C(k)P™ – The C(k)P™ designation represents the pinnacle of achievement for the professional Retirement Plan Advisor, recognizing a combination of substantial practical retirement plan management experience, and the completion of a comprehensive and highly specialized educational program. To earn the right to use the C(k)P™ designation requires more than just academic aptitude. A financial professional must have demonstrated real world application of the core competencies taught in the classroom.
Accredited Investment Fiduciary® – The AIF® designation signifies a thorough knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care for company sponsored retirement plans. AIF® designees have experience in the industry and are well positioned to implement a prudent process into their own investment practices.
Chartered Retirement Plans Specialist® – Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.