We often think what we have is very good. Is it?
Focused on 401(k)'s and the 401(k) marketplace, we strive to understand the real differences between providers.
Not just whether they are an insurance company, mutual fund company, or administrator; bundled or unbundled; or
their service, support, technology, and pricing. What are the nuances of their service and focus that may add value
for the characteristics of your company and your plan that make them your best fit.
Let us manage a provider search for you! We listen and tailor a process that makes sense for you. We will RFP
numerous suitable providers to detail a side-by-side full disclosure report for your review. Working with you, we
help narrow your search to finalists whom you may wish to have present in person in determining the best fit
provider offering the most overall value for your needs.
You will benefit from having us benchmark your plan.
Securities and investment advisory services offered through:
Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names,products, or services referenced here are independent of WFS.