The Waterford Group, LLC
www.waterfordgroupny.comTo 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.
Read moreTo 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.
Read moreCountry
State
New York
City (Headquarters)
Rochester
Employees
1-10
Estimated Revenue
$1 to $1,000,000
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Founder
Email ****** @****.comPhone (***) ****-****Chief Executive Officer
Email ****** @****.comPhone (***) ****-****Managing Director
Email ****** @****.comPhone (***) ****-****Area Gm
Email ****** @****.comPhone (***) ****-****