RETIREMENT & 401K

Winfield provides fiduciary services to retirement plans. In addition to helping Plan Sponsors fulfill fiduciary obligations, we assist participants with retirement planning.

SERVICES PROVIDED:
  • Plan Advisory

    • Plan Review & Analysis

    • Vendor Selection

    • Cost Analysis

  • Investment Policy Statement Preparation and Review

  • Plan Investment Review

    • Fund performance evaluation vs. benchmarks and peer groups

    • Fund expense analysis

  • Education

    • Retirement Plan Committee

    • Participants