RWM will provide plan design guidance and actively support the plan trustees’ fiduciary responsibility. We offer personalized one-on-one consultations for your employees and host engaging retirement education seminars. Our aim is to increase employee plan engagement and retirement readiness while helping the plan sponsors fulfill their fiduciary responsibility.

Our services include:

  • 401(k)/403(b) Plan Advisory and Consulting
  • Retirement Plan Benchmarking Assessment
  • Investment Line Up and Watch-list Reporting
  • Retirement Service Provider Search/RFP Consulting
  • Plan Participant Education and One-on-one Consultations

Our goal is to become a part of the organization, where participants feel comfortable reaching out to us for help, and plan sponsors know they have an adviser they can count on for support. Contact us today to discuss what we can do for your organization.