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.

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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.

How We Help

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401(k) Advisory

Design, launch, and administer your program; investment fund performance monitoring
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Fiduciary Oversight

Identify your fiduciary exposures and advise on how to manage them; compliance and regulatory support
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Financial Wellness

Employee communication and engagement, budget planning, 1:1 support, debt management, and more
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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.

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Insights

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Bed Bath & Beyond, Bankruptcy, and Fiduciary Litigation

Learn about the lawsuit former employees filed against Bed Bath & Beyond's 401(k) committee.
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Jon Janes
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Featured Services

  • Employee Benefits

    Delivering cost-effective benefits programs that help you attract and retain the best people.

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  • D&O/ Management Liability

    Safeguarding directors and officers against lawsuits and other liabilities.

     

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  • Property & Casualty

    Aligning your risk management strategy with your overall business strategy.

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  • Cyber

    Quantifying your company’s cyber risks and securing the right coverage for data breaches and other cyber incidents.

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  • Private Client

    Protecting what’s important to you, from treasured collections to the legacy you want to leave behind.

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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.