RWM’s plan features are fiduciary, funds, fees, financial wellness, and follow-up. Our advisors will act as an investment fiduciary, analyze/recommend/monitor investments, help ensure fee transparency, engage participants, and service retirement programs.
The professionals at RWM will act as a 3(38) fiduciary or a 3(21) co-fiduciary to share in the liability a retirement program brings to an organization. Focused investment due diligence provides fact-based recommendations and a consistent monitoring system.
Our participant financial wellness engagement includes printed material, electronic resources, and in-person group and individual meetings. As the first line of assistance, RWM will provide service for retirement questions and has the knowledge and resources to handle the ever-changing complicated retirement programs.
RWM’s process provides features that assist our clients with Department of Labor and IRS regulations for a compliant retirement program.