Why Waterford

Nationally Honored Retirement Plan Specialists

People. Process. Performance.

We have the people that are trusted by our clients, the process to help plans function optimally and we deliver performance relative to industry benchmarks for plan success.

People

At The Waterford Group, we start with people – meaning you, your employees, and our team. We love to listen to your stories, goals, and concerns; where you are now and where you want to be in the future.

Along with making group presentations to employees, we also meet one-on-one with 401(k) plan participants to ensure their individual objectives are met. We’re always available by phone or e-mail to answer questions or clarify any issues.

Sometimes investing can be an impersonal experience. We make it personal as we are all about interacting with every person and viewing them (and their investments) as unique. At the end of each meeting, we want them to walk away knowing exactly what was communicated and being able to say, “I understand what they said, I felt they understood me and I’m pleased with how my investments are allocated.”

Process

Process; not an exciting word, but a critical component. We help to take care of important processes – for business owners with retirement plans – as an ERISA 3(38) fiduciary. We implement the Investment Policy Statement to make sure that we have the right investments in place. From initial research to asset allocation, from one-on-one meetings to meticulous reporting. We adhere to comprehensive, proven processes that protect you and your employees, providing the peace of mind that comes from knowing that someone is watching over every aspect of the investment process.

Performance

Our tools are designed to measure all aspects of your retirement plan. From comparing your investment performance to the benchmarks in your Investment Policy Statement, to studying your plan’s features and document provisions relative to national peer groups. We have the ability to measure your plan’s participation and deferral rates to determine if your education program is positively impacting your employees’ future.

Strategic Resources

Newsletters

March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...

March 2024 Newsletter

March 2024 Newsletter

Generational Influences and Behavioral FinanceUnderstanding generational attitudes toward investing and the cognitive biases that can lead participants astray is key to helping employees of all ages improve their financial wellness and prepare for a secure and...

Participant's Corner

7 Tips to Prepare You for Retirement

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you...

7 Tips to Prepare You for Retirement

7 Tips to Prepare You for Retirement

A secure and happy retirement requires careful planning and is a well-constructed process. Starting now will give you plenty of time to make the strategic changes and improvements that will bring your retirement goals closer to reality. Here are seven things you...

Articles

Explore important resources for your employees, your business and retirement planning.

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