RETIREMENT & 401K

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

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SERVICES PROVIDED:

• Plan Advisory

  • Plan Review & Analysis

  • Vendor Selection

  • Cost Analysis

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• Investment Policy Statement Preparation and Review

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• Plan Investment Review

  • Fund performance evaluation vs. benchmarks and peer groups

  • Fund expense analysis

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• Education

  • Retirement Plan Committee

  • Participants