Investments

InvestmentsChoosing and monitoring the appropriate investments offered in your plan is a serious fiduciary task, as it can impact a participant’s retirement experience. Washington Financial Group provides independent investment analysis to assist you with this important responsibility.

Combining our experience in retirement services with your specific objectives, we strive to help you design an investment program structured around meeting your business needs and helping your employees address their retirement goals.

We invite you to learn a little more about how we select and monitor your plan’s investments with the goal of enhancing your retirement plan:

WFG Circle 1 Prudent Process

WFG Circle 2 Investment Selection

WFG Circle 3 Investment Review

WFG Circle 4 Investment Due Diligence

WFG Circle 5 Investment Policy Statement (IPS)

WFG Circle 6 RFPs and Plan Benchmarking


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