Broker Check

Retirement Plan Services


The Retirement Plan Services Division provides consulting services to Retirement Plan Sponsors. Williams Group Fiduciary Assessment provides evidence of how well an investment steward meets the Global Fiduciary Standard of Excellence. Our Retirement Plan Assessments demonstrates organizational conformity with the global standards of fiduciary excellence as established by the Center for fiduciary studies. Retirement plan services can be engaged for special projects or as part of a long-term retainer relationship. These services include:

  • Plan design consulting
  • Fiduciary oversight
  • Investment policy design
  • Plan fee benchmarking
  • Service provider selection, management and oversight
  • Participant education program strategy
  • Fund manager search, selection and monitoring
  • Investment committee fiduciary education and training