PWA Services
Fiduciary Oversight
Depending on your retirement plans requirements we offer different options of fiduciary oversight. We can assume the role of a 3(21) fiduciary advisor or 3(38) advice is available through Cetera Investment Management (CIM). Either way we become a trusted partner to help you, the plan sponsor, meet your fiduciary obligations and provide a valuable employee benefit to participants.
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.
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.