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.