Maximizing Plan Efficiency

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

As an independent financial services 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 Program, enabling us to serve as ERISA 3(21) investment fiduciary advisors on your plan as we seek to improve retirement readiness for your employees and enhance the overall effectiveness of your plan.


Click here for a pdf on our approach to Maximizing Plan Efficiency

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