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

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

EMPLOYER

SERVICES

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

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

PROCESS

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.

PATH