Employee Benefits

            Waldron Partners utilizes strategic relationships with benefit carriers, technology vendors, and administrators, which allow us to focus on the needs of our customer. Our mission is to deliver the most efficient, fiscally responsible benefit program to every relationship. We want to be sure your benefits and human resource goals fit your strategic business goal. We help examine where your company would like to be in the future and how 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.