The Waterford Group, LLC

www.waterfordgroupny.com

To your employees, a 401(k) is personal. It is for us, too. At The Waterford Group, one size doesn’t fit all. That’s why we work with business owners, CFO’s and HR Directors to make sure the retirement plan meets their company mission, matches the demographics of their workforce, and supports their employee benefit goals. Beyond 401(k) plan design, access to national record keepers, and comprehensive plan reporting, it’s our proactive support of plan sponsors and participants that our clients value most. We’re always on call to answer questions, advise on plan changes and educate plan participants. Most importantly we serve as a 3(38) fiduciary, helping to minimize the company’s liability and making sure the participants are engaged and energized about this benefit.

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To your employees, a 401(k) is personal. It is for us, too. At The Waterford Group, one size doesn’t fit all. That’s why we work with business owners, CFO’s and HR Directors to make sure the retirement plan meets their company mission, matches the demographics of their workforce, and supports their employee benefit goals. Beyond 401(k) plan design, access to national record keepers, and comprehensive plan reporting, it’s our proactive support of plan sponsors and participants that our clients value most. We’re always on call to answer questions, advise on plan changes and educate plan participants. Most importantly we serve as a 3(38) fiduciary, helping to minimize the company’s liability and making sure the participants are engaged and energized about this benefit.

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Country

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State

New York

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City (Headquarters)

Rochester

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Employees

1-10

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Founder

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Executive Officer

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    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Area Gm

    Email ****** @****.com
    Phone (***) ****-****

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