We apply a well-defined process to evaluate your company's retirement plan needs. We have developed an approach that teaches and empowers plan participants in the investment and financial planning process.

• Analyze goals and objectives of the plan.
• Educate and assist in development of plan provisions
• Assist in development of plan structure and plan design.
• Assist in designing an Investment Policy Statement.
• Formation of an Investment Committee.

• Development of participant education campaign
• Comprehensive analysis including complete financial picture.
• Personal Enrollment for new employees.
• Rollover assistance.

• Regular Plan Monitoring.
• Service Provider suitability and review.
• Fee and Service Review.

*SWA is involved with all aspects of the participant education. We are available to conduct one-on-one meetings, and if desired, to provide personalized investment advice. We are available to review the participant’s complete financial picture, including spouse’s retirement investments, and personal holdings. These services are all in addition to advising on retirement plan assets.