Reduce Fiduciary Risk with a Complimentary 14-Question Assessment and Consultation

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Protect Your Business from Retirement Plan Lawsuits

Companies face the serious challenge of litigation due to employees’ dissatisfaction with their retirement plan performance, excessive fees, mishandling of forfeiture funds, and lack of sufficient fiduciary oversight—all of which can lead to costly lawsuits for violating the Employee Retirement Income Security Act (ERISA).

Discover Your Fiduciary Strengths and Weaknesses

Our Employer-Sponsored Retirement Plan Scorecard provides a comprehensive analysis to help uncover compliance gaps and enhance your understanding of fiduciary responsibilities, reducing the risk of costly litigation while improving your overall plan management. With experienced guidance from REDW’s Wealth Advisors and actionable steps for improvement, you will navigate the complexities of retirement plan administration with confidence.

Reduce Legal Risks with Professional Retirement Plan Monitoring

Utilizing REDW’s Employer-Sponsored Retirement Plan Scorecard, customers benefit from a detailed fiduciary performance evaluation that bolsters compliance, optimizes operational effectiveness, and minimizes the risk of forfeiture lawsuits and other ERISA-related litigation. Benefit further from the opportunity to partner with REDW Wealth Advisors and share the burden of fiduciary responsibilities to reduce legal risks and strengthen the health of your retirement plan.

Why Choose REDW Wealth?

When you select REDW Wealth to perform your fiduciary assessment, you receive the services of an Accredited Investment Fiduciary Analyst (AIFA®). This designation may be used only by those professionals who have successfully completed a specialized program on fiduciary standards of care at the Center for Fiduciary Studies, which includes passing a comprehensive examination on the 27 Prudent Investment Practices that form the basis of their training. REDW Wealth is, itself, a fiduciary to its clients.

Meet the REDW Wealth Team
Fair and Balanced Statement
Adherence to our fiduciary duty is not a guarantee of client satisfaction or any particular outcome. Statements regarding the clients served by the firm are not indicative of any client experience or level of satisfaction in working with REDW Wealth LLC. Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the advisor’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Professional credentials and designations should not be used as the sole determining factor in obtaining or retaining the services of an investment adviser. Please see our disclosure page for further information on the professional designations discussed herein. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss. Advisory services provided by REDW Wealth LLC. Tax and accounting services provided by REDW LLC.