PWA Financial provides comprehensive advisory services helping retirement plan sponsors meet their fiduciary obligations and participants become retirement ready.

 

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01. About Us

We are a professional advisory firm specializing in fiduciary services and participant education for employer sponsored retirement plans. At PWA Financial your retirement plan success is our business!

02. Our Philosophy

Our firm believes retirement plan success is accomplished through independent analysis, prudent due diligence, and targeted plan and participant outcomes. We take a personal approach by getting to know the plan sponsor, the industry they work in, and what challenges they are facing, in order to target our services to meet each client's individual needs.

03. Our Process

Our firm has developed a comprehensive process for a fiduciary standard of care focused on organizing, formalizing, implementing, and monitoring all aspects of your retirement plan. We specialize in optimizing plan administration and participant education in order to free up time for you, the plan sponsor, to do what you do best; run your business.

PWA Services

Fiduciary Oversight

Comprehensive fiduciary services from independent, experienced, client-focused advisors. Our firm becomes a trusted partner to help you, the plan sponsor, meet your fiduciary obligations and provide a valuable employee benefit to participants.
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Investment & Fee Monitoring

Continuous monitoring of the plan investment menu, performance, and fees to ensure they are appropriate and reasonable. We also take a plan-level view to analyze and evaluate the fees charged by service providers to the plan.
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Participant Education

Customized education offerings that are effective, meaningful, and relevant to plan participants. Our offerings include a personal retirement readiness analysis and one-on-one and group education sessions with participants.
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