Broker Check

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.

Learn more

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.

Learn more

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.

Learn more