401k/403b/Cash Balance Plans

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Employer Sponsored Plans

In addition to securing your own retirement, as a retirement plan sponsor, it’s important to offer your employees the opportunity to plan ahead for their life past employment. We believe people are becoming more and more concerned about having enough resources to not only sustain their lifestyle in retirement, but to also have the freedom to pursue other passions beyond their previous profession.

At PWM, we understand the perspectives from both sides of the table, enabling us to craft defined contribution plans that benefit you, as well as your employees. We strive to create a solution for you and your staff so everyone can focus on maintaining a successful career and outlook.

Client Benefits

A Fiduciary Process

Our process is focused on providing a comprehensive analysis of your program and your specific goals, uncovering the true cost of your current plan and identifying any present plan liabilities. This critical information helps us point to options that represent better returns, lower costs, and less risk. Through this proactive process, we can work together to implement an appropriate plan for your business.

Open Architecture

Our independence affords employers thousands of investment options through leading custodians that we can customize for your company. The objective advice and fiduciary care we offer is what brokers and sales reps can’t provide.

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