Employee Benefits
Benefits That Work for Your Team and Your Bottom Line
Your business deserves a benefits program that aligns seamlessly with your strategic goals. Through strong relationships with benefit carriers, technology vendors, and administrators, you gain access to efficient, fiscally responsible solutions tailored to your unique needs. The focus is on helping you achieve your benefits and HR objectives while supporting your company’s long-term vision. Together, we’ll explore where you want your organization to be—and build a path to get there through:
- Strategic benefit planning
- Plan design analysis
- Strategic plan management and reporting
- Contribution strategies
- Request for proposal and vendor selection
- Quarterly financial review
- Product placement and consulting
- Risk management
401(k) Plan Services
Our team provides a full array of 401(k), 403(b),* 457,* non-qualified deferred compensation plans, and other defined contribution and defined benefit plans. Having selling agreements with all the top 401(k) plan providers, we help plan trustees navigate the ever-changing legislative landscape involved with administering a qualified retirement plan for employees. Plan sponsor services include:
- Creative plan design
- Fee analysis and request for proposal services
- Plan trustee due diligence
- Plan audit support
- Participant education
*Available through our strategic partnerships.
Full Disclosure Fee Transparency
Waldron Partners' compensation is fully disclosed to our clients. Our full-disclosure policy reflects our belief that plan sponsors are required to understand their plan's fees and expenses associated with services rendered.