401(k) Management

Already have a 401(k)? We have the expertise to review your plan, provide a plan rating and assist in your adherence to Fiduciary oversight. We may be able to save you and your employees’ money in this process. Click here to set up a call or schedule and evaluation of your current 401(k).

Interested in setting up a 401(k) for your business? Click here to begin the discussion and see what WFA can do to support you.

Willamette Financial Advisors can provide expertise and support to small businesses that offer, or wish to offer, employer-sponsored retirement plans to their employees. As fiduciaries, it is our responsibility to deliver prudent investment advice consistent with the Employee Retirement Income Security Act (ERISA) fiduciary standards.

How we’re different

  • WFA and it Advisors adhere to the highest standards in the industry and the Fiduciary standards required under the Certified Financial Planning (CFP) Standards of Conduct and Code of Ethics.
  • WFA Advisors work as a team, giving plan sponsors and participants access to high levels of expertise.
  • WFA offers competitive fees, often quite a bit lower than other plan managers in the retirement plan industry.

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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