CONTACT PWMG 401(k) ADVISORS

CONTACT PWMG 401k ADVISORS

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

 

 

OFFICE: (877) 712-2263

 

FAX: (508) 519-0285

 

WEB: www.pwmg401k.com

 

EMAIL: info@pwmgllc.com

Check the background of this firm on FINRA’s BrokerCheck.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CT, DC, DE, FL, GA, IN, MA, MD, ME, MO, NC, NH, NJ, NM, NY, PA, RI, SC, TX, UT, VA, VT, WA, WV.

PWMG 401(k) Advisors

 

11 Foster Street, Suite 200

Worcester, MA 01608

OFFICE:   (877) 712-2263

FAX:         (508) 519-0285

WEB:        www.pwmg401k.com

EMAIL:     info@pwmgllc.com

AT THE END OF THE DAY, WE WANT EVERYONE TO REACH THE LAST STOP: RETIREMENT 

WE SURVEY THE LANDSCAPE AND LAY A TRACK THAT STRIVES TO HELP EMPLOYERS AND EMPLOYEES TO ARRIVE ON SCHEDULE. 

FIDUCIARY:
RESPONSIBILITY TO  ACT IN 

THE BEST INTEREST OF PLAN PARTICIPANTS - AT ALL TIMES

By taking the time to schedule practical and achievable points, employees can follow a path, process, and method to work toward a comfortable retirement.

EVALUATE

REVIEW

DOCUMENT,

DOCUMENT,

DOCUMENT

FOCUS ON

OUTCOMES

MONITOR

As fiduciary stewards, we strive to reduce
plan sponsor fiduciary liability exposure
while working towards increasing your
plan’s retirement readiness. Because, at the end of the day, everyone wants to reach the last stop: Retirement.

OPERATING A COMPLIANT 
RETIREMENT PLAN

Lay out an efficient path based 
on our retirement plan  experience 
and knowledge.

Plan Design

Assistance

Investment
Assessment

Retirement
Readiness

Provider
Analysis

Fee
Benchmarking

Operational
Compliance Support

PATH

MANAGING YOUR FIDUCIARY RISK

 

We work beside you to outline an investment review process as we help you evaluate:

» Overall Plan Costs

» Service Provider Offering

» Plan Design Assessment

» Investment Lineup

» Fund Performance

» Transactional Compliance

PROCESS

REACHING DESTINATION RETIREMENT

 

AS A PLAN SPONSOR, YOU HAVE ACCESS TO AN INCREDIBLE RESOURCE – MOMENTUM. 

 

EMPLOYEES LOOK TO THEIR EMPLOYERS FOR GUIDANCE.  PLAN PARTICIPANTS HAVE QUESTIONS ABOUT ENROLLMENT, DEFERRAL PERCENTAGES, AND INVESTMENT SELECTION.

» Auto-Enrollment

» Auto-Escalation

» Qualified Default Investment Alterative (QDIA)

» Backsweeping

» Re-Enrollment

METHOD

Together, we strive to help you manage your fiduciary liability by adhering to a prudent process where we review, evaluate, document, monitor, and focus on outcomes.