Best Practices Approach

The LPL advisors at Washington Financial Group bring years of experience assisting businesses seeking tailored retirement plan solutions. 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) investment fiduciary advisors, we can provide full fee transparency and pertinent retirement plan education regarding fiduciary responsibilities.

Best_Practices_Approach

We work with retirement plan committees to deliver an integrated, best practices approach that puts in place tools, processes, and organizational structures leading to well-informed decision-making, risk management and, potentially, a higher probability of successful outcomes for your plan.

 

Click here for a pdf of our Best Practices Approach


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