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Our Services > Corporate Services > Retirement/401k
Retirement and 401(k) Plan Consulting Services
GW & Wade provides customized Retirement and 401(k) Plan Consulting Services to employers and employees. We place objectivity and professional advice at the top of our retirement plan offering.
Employer Retirement Plan Services
- An objective evaluation of your company's retirement plan needs
- Assistance in the solicitation and evaluation of vendors and service providers
- Investment education consulting services
- Monitoring investment selections
- Keeping up with legislative changes
- Ongoing employee education and support
Management Team Financial Counseling
GW & Wade provides stand-alone, employee-education programs. After helping employees with an overall assessment of their financial condition, risk tolerance and retirement goals, we offer employees objective guidance on:
- Optimal allocation savings among the available investment options
- Retirement distribution options
- Rollover and distribution options
- College planning
- Estate planning
Click here to contact us about our Retirement and 401(k) Plan Consulting Services
| Wellesley, MA |
Palo Alto, CA |
New York, NY |
©2008 GW & Wade |
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