Walsh Duffield Retirement Plan Solutions is a proud member of the Retirement Plan Advisory Group (RPAG), a professional alliance consisting of more than 465 accomplished retirement plan consultants across the United States1. RPAG supports our practice by providing access to tools, such as:
Our independent Scorecard℠ System rates plan investments on a quarterly basis. An Investment Policy Statement is created and recommendations presented. The quarterly Fiduciary Investment Review™ reports become part of your fiduciary documents, uploaded to a proprietary online portal called the Fiduciary Briefcase™. We will present the investment reports in-person to the committee on an agreed-upon basis.
The Fiduciary Fitness Program™ includes:
Through the B3 Vendor Analysis™ tool, the consultants at Walsh Duffield Retirement Plan Solutions have access to more than 100 different vendors to compare services, investments and fees. Because of these partnerships, many companies have hired us on a project basis to conduct an analysis of their current plans.
Our benchmarking process employs both quantitative and qualitative metrics and includes:
The Fiduciary Briefcase™ is a proprietary online portal designed to be your private filing system in the virtual world. Housing meeting summaries, compliance documents, newsletters and so much more, the Fiduciary Briefcase™ affords your committee 24/7 access to pertinent plan information and readily prepares your plan for audit.
Depending on your needs, we can customize a participant education plan, leveraging resources available from your service providers. In addition, we can provide the education directly both on a group and one-on-one basis.
Walsh Duffield Wellness Daily offers Financial Wellness courses. Like health and wellness, financial wellness is an integral component of overall health. Financial wellness programs can reduce absenteeism, as well as disability and workers’ compensation costs. Moreover, effective financial wellness programs reduce borrowing from retirement savings and help participants achieve stability. Let the professionals at Walsh Duffield deliver a holistic, comprehensive and objective financial wellness education series that is focused on changing your employees’ financial habits and behaviors, and helping them to make informed financial decisions.
Our services include the creation of meeting minutes, which will be uploaded and accessible via Fiduciary Briefcase™.
Our consultants can coordinate and interact directly with vendors to ensure services are being properly utilized. We can also assist with and help resolve any service problems.
1 As of July 2015
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.