For most companies, retirement plans are more than just a part of their benefits package. They are a critical element in attracting and retaining the highest quality employees. But managing these plans can be complicated and time intensive – especially when tax and benefit laws keep changing.
What’s the solution? At Walsh Duffield, our retirement plan consultants can help, whether you have an on-going or project-based need. Not only can we create and manage retirement plans for you and your employees, but we also go beyond to serve as reliable advisors. We can provide you with the advice, education and guidance you need to better manage the fiduciary responsibilities associated with qualified plans.
As such, we champion objectivity, balance, technical knowledge and transparency. We also take an active role in managing the retirement plan decision-making process. Our services include quarterly Fiduciary Investment Review™, B3 Vendor Analysis™, Fiduciary Fitness Program™ and access to the Fiduciary Briefcase™.
We serve the following types of qualified plans:
When you work with Walsh Duffield Retirement Plan Solutions, you’ll also notice a difference in the level of service you receive. Our team draws upon our collective skills and extensive experience to deliver best in class service, from initial analysis to strategy implementation and plan management. Our experienced professionals are here to help you by creating and administering the plan that’s just right for your company – and your people.
Retirement Plan Solutions
Main: 716.853.3820 x7372
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Walsh Duffield Companies is not affiliated with Kestra IS or Kestra AS.