Problems We Solve

Since 1983, Washington Financial Group (WFG) has been serving the diverse needs of individuals, families, professionals and retirement plan sponsors with the same attention to detail, strong focus on education and communication, and commitment to service excellence.

Maximizing_Plan_Efficiency

As an independent investment management firm, we are both vendor and investment neutral, helping to ensure transparency across all aspects of your plan as we strive to help improve desired plan and participant outcomes. We are members of the LPL Financial Retirement Plan Consulting Group, enabling us to serve as ERISA 3(21) fiduciary advisors on your plan as we seek to improve retirement readiness for your employees and enhance the overall effectiveness of your plan.

Washington Financial Group provides the services, experience and resources you seek to deliver an efficient and effective retirement plan to your employees:


MAXIMIZE PLAN EFFICIENCY

  • Vendor Benchmarking Analysis
  • Provider Contract Review
  • Provider Pricing Renegotiation
  • Plan Conversion Guidance
  • Plan Design Analysis
  • Compliance Checklist

FIDUCIARY REVIEW CONSULTANT

  • Fiduciary Checklist
  • Fiduciary Calendar
  • Fund Benchmarking
  • Market Summary
  • 404(a)/404(c) Guidance

INVESTMENT PORTFOLIO STRATEGIST

  • Investment Analysis Scorecard
  • Investment Policy Statement Assistance and Review
  • Monthly Performance Monitoring
  • Quarterly Investment Review

PLAN EDUCATION SPECIALIST

  • Highly Interactive Enrollment & Participant Education Meetings
  • Newsletters
  • Educational Workshops