PATH

PROCESS

METHOD

EMPLOYER

SERVICES

FIDUCIARY:
RESPONSIBILITY TO ACT IN 
THE BEST INTEREST OF PLAN 
PARTICIPANTS - AT ALL TIMES.

PATH

PATH

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

PROCESS

PROCESS

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

​

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.

CONTACT PWMG 401(k) ADVISORS

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PWMG 401(k) Advisors

​

WORCESTER

324 Grove Street
Second Floor

Worcester, MA 01605

​

SPRINGFIELD 

1350 Main Street
10th Floor, Suite 1008

Springfield, MA 01103

​

Phone: (855) 508-401k
Fax: (508) 519-8426

Web: www.pwmg401k.com

Email: info@pwmg401k.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, AZ, CA, CO, CT, DC, DE, FL, GA, MA, MD, ME, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA,