Fiduciary

FiduciaryAs dedicated retirement plan and ERISA 3(21) fiduciary advisors, Washington Financial Group seeks to implement policies and procedures that meet a defined standard of care for company sponsored retirement plans.

We use a broad array of tools and resources as we assist you in identifying potential weaknesses in your plan and remedying them through education, diligence and process.


 


We invite you to learn a little more about how our retirement investment fiduciary services seek to help to protect you and your retirement plan:

WFG Circle 1 Fiduciary Duties

WFG Circle 2 Fiduciary Goals

WFG Circle 3 Measurement

WFG Circle 4 Fiduciary Fitness

WFG Circle 5 Fiduciary Plan Review

WFG Circle 6 Retirement Plan Committee

WFG Circle 7 Meeting Summaries

WFG Circle 8 Fiduciary Calendar

WFG Circle 9 Fiduciary Checklist

WFG Circle 10 10 Steps to Manage Risk

WFG Circle 11 Fiduciary Vault

WFG Circle 12 Plan Sponsor Education

WFG Circle 13 Plan Sponsor University (TPSU)

WFG Circle 14 Fiduciary Fundamentals

WFG Circle 15 ERISA Roundtable

WFG Circle 1 PlanSuccess System


WFG Retirement Logo - Square   About WFG  Behavioral Finance  Plan Design  Investments  Fiduciary  Education