The Waterford Group is a nationally recognized retirement plan advisor based in Pittsford, NY. With a team of experienced professionals, they specialize in understanding the complexities of retirement plans, selecting and monitoring investments, and maximizing plan performance. They work closely with business owners, CFOs, and HR directors to ensure that the retirement plan aligns with company goals, caters to the demographics of the workforce, and supports employee benefit objectives. The Waterford Group offers comprehensive services, including investment analysis, employee education, plan design consulting, fiduciary plan governance, provider benchmarking, and plan administration.
With their extensive experience serving companies in various industries, from manufacturing to technology, The Waterford Group provides consulting and fiduciary services to improve retirement plans and educate employees. Their team of retirement plan professionals, including Brian P. Costello, Michael J. Merriman, and Mary K. O'Brian, build both professional and personal relationships with their clients, acting as advocates for their companies beyond just the 401(k) plan. The Waterford Group is committed to delivering exceptional service and support, helping businesses navigate the complexities of retirement planning and compliance with ERISA, DOL, and IRS regulations.
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