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:
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Plan Advisory
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Plan Review & Analysis
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Vendor Selection
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Cost Analysis
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Investment Policy Statement Preparation and Review
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Plan Investment Review
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Fund performance evaluation vs. benchmarks and peer groups
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Fund expense analysis
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Education
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Retirement Plan Committee
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Participants
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