Specializations
Retirement Plan Services
We manage your fiduciary risks as a plan sponsor and help you attract and retain talent through great retirement plans and financial wellness programs.
Guiding You and Your Employees From Hire to Retire
From your organization’s fiduciary risk to your employee retention, we support and strategize as a champion in your corner. Our Retirement Plan Services team addresses the full suite of considerations around retirement plans and financial wellness. We partner with you as a co-fiduciary, minimizing your administrative and fiduciary responsibilities, and therefore your risk. For your employees, we help you craft a retirement and financial wellness program that results in a financially strong (and happier) workforce.
Woodruff Sawyer PEP
401(k) Administration Made Simple
A pooled employer plan (PEP) allows unrelated businesses to participate in one 401(k) retirement plan. A consolidated plan means consolidated administration and costs, and less work for each plan sponsor. Take the load off your team while reducing your fiduciary liability.
Bed Bath & Beyond, Bankruptcy, and Fiduciary Litigation
Featured Services
Securities offered through LPL Financial, Member FINRA / SIPC. Investment advisory services are offered through Global Retirement Partners (GRP), an SEC Registered Investment Advisor. GRP and Woodruff Sawyer are separate entities from LPL Financial. GRP employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners.