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Corporate Retirement Plans

TRUSTED RETIREMENT PLAN EXPERTS FOR OVER 30 YEARS

At Waverly Advisors, we specialize in providing comprehensive retirement plan services for businesses of all sizes. With extensive experience in corporate retirement planning, our team supports a wide range of retirement plan clients, helping them navigate the complexities of employee retirement benefits and helping them plan for long-term success.

WHY CHOOSE WAVERLY FOR YOUR CORPORATE RETIREMENT PLAN?

Our dedicated team offers fiduciary-level support and expert guidance to help you manage your corporate retirement plan efficiently. Whether you’re looking to streamline plan administration, enhance investment strategies, or improve employee engagement, Waverly Advisors is here to provide the solutions that best align with your business goals.

OPTIONS TO MEET YOUR TEAM’S NEEDS

We offer two tailored service models, giving you the flexibility to customize your retirement plan to meet the unique needs of your business and your team.

RETIREMENT PLAN ADVISORY SERVICES

Our retirement plan advisory service focuses on investment selection, ongoing monitoring, and regular plan reviews. We work closely with leading recordkeepers to support daily transactions, quarterly statements, compliance testing, and Form 5500 filings, delivering a complete 401(k) solution. In this model, custodians handle the back-office operations, while Waverly serves exclusively in an advisory capacity—ideal for clients who require a scalable platform to support a broader employee base.

401K COMPLETE

As an ERISA 3(38) investment fiduciary, we take on the responsibility of making investment management decisions for your plan. This includes the selection and ongoing monitoring of the fund line-up, as well as asset allocation decisions for risk-based models. Our goal is to minimize administrative burdens for the plan sponsor while boosting confidence and participation from employees—all within a transparent, competitive fee structure.

SERVICES INCLUDE

Investment Management & Advice
Plan Administration
Daily Participant Recordkeeping
Rebalancing of Risk-Based Portfolios
Employee Education 
Annual Plan Reviews

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IS YOUR PLAN WORKING FOR YOUR TEAM?

As plan sponsor, you carry a fiduciary responsibility to regularly review your plan’s effectiveness. We provide a  Complimentary Plan Assessment at no charge and no obligation.

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