Nationally Honored Retirement Plan Specialists

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.”

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.