Washington Financial Group brings years of experience assisting businesses seeking tailored retirement plan strategies. With access to sophisticated investment tools and unbiased research, we are able to examine a broad range of providers, offering you detailed reporting and comparisons.
In addition, we can assist you with a thorough review of your investment policy statement and help you maintain 404(c) compliance. As ERISA 3(21) fiduciary advisors, we can provide full fee transparency and pertinent retirement plan education regarding fiduciary responsibilities.
We invite you to learn a little more about WFG: