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

PWMG 401(k) Advisors

HEADQUARTERS

324 Grove Street
Second Floor

Worcester, MA 01605

SPRINGFIELD LOCATION

1350 Main Street
10th Floor, Suite 1008

Springfield, MA 01103

OFFICE: (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, 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.