Broker Check

Simplify the Process of Managing Search

Step 1

Schedule Consultation

Define Philosophy & Objectives

Step 2

Design & engage search

Customize Criteria for Assessment, Perform Interview’s

Step 3

Implement

Confirmation or Transition Escalate performance

"Overtime, we have streamlined the process to provide better outcomes for our clients"

Patrick Williams AIF®

President

What we do

What we do

Williams Group helps companies of all kinds ensure that their team of trusted partners is the best it can be. Consultants, Advisors, Outsourced Chief Investment Officers (OCIO), actuaries, administrators, and record keepers all must be reviewed on a regular basis, whether there is a high level of satisfaction or not. Your constituents expect it, and regulators require it. That is where Williams Group comes in. We provide in depth analysis, conduct due diligence and vendor negotiations for companies to help them validate or improve their retirement programs, leaving them confident in their providers - old or new.

“A fiduciary is defined as someone acting in a position of trust on behalf of, or for the benefit of, another party, to manage and protect money. The relationship wherein one person has an obligation to act for another’s benefit.”

Who we serve

Who we serve

We work with companies who want conflict free and transparency while achieving excellence in running their retirement plans. Williams Group search services are invaluable for those considering shifting from advisor, OCIO arrangement, or discretionary a 3(38) arrangement.

Our typical clients are companies who looking for and advocate on their team, is either conducting a routine check of the market, reevaluating a longstanding incumbent, or looking to replace a failing provider in the retirement or employee benefits space.

"A breach of Fiduciary Duty occurs when someone has a responsibility to act in the interest of another person and fails to do so.”

Who we are

Who we are

Our firm is full of recognized industry leaders and experts. Managing Partner, Patrick Williams, AIF has experience of 35 years in the retirement industry. We are not just competent experts; we are innovators in our fields.

Patrick has earned the Accredited Investment Fiduciary, AIF® professional designation of ACCREDITED INVESTMENT FIDUCIARY® (AIF) from the Foundation for Fiduciary Studies in association with Joseph M. Katz Graduate School of Business, University of Pittsburgh. The AIF® designation is the mark of commitment to a standard of investment excellence.

“A fiduciary Duty of Care  is defined a responsibility held by company directors requiring them to make decisions in good faith and in a reasonably prudent manner.”

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Benefits of Hiring Williams Group

The Williams Group has always been 100% conflict free. Serving as fiduciaries for search and evaluation, we do not compete for services on a project basis.

SAVE TIME

The Williams Group performs 95% of the heavy lifting, involving you only at key decision points. Our real time leading edge e-RFP tools streamlines your interaction whether you want to minimize your involvement or a thorough review of the details.

IMPROVE OUTCOMES

Our experience, wisdom, and resources are unequaled in the search and evaluation industry. Get decision-ready information and specific advice to find the best partner through search and a clear understanding of your current investment program.

MITIGATE FEES

Through our real time e-RFP process you will receive the most competitive pricing by negotiating from strength. Equipped with broad industry knowledge we provide comprehensive investment advisor, recordkeeping analysis and due diligence.

REDUCE RISK

Provide confidence to your plan fiduciaries. We are constantly informed of changes impacting retirement plans and their governance. Our forensic approach helps our clients avoid common pitfalls. Our services are designed to meet and exceed the US Department of Labor “Duty to Monitor,” UPMIFA and UPIA.

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