Check the background of this financial professional on FINRA's BrokerCheck.
Welcome to Whitfield Retirement Services

Corporate Retirement Plan Consulting and ERISA Advisory Services



Whitfield Retirement Services, LLC specializes in advising corporate 401(k) and pension plans.  Our goal is to utilize our experience, knowledge, and vast resources to help produce successful retirement plan outcomes for retirement plan sponsors and participants alike.  As specialists in the retirement plan marketplace, we are able to guide our clients through the process of meeting their obligations as plan fiduciaries and providing a high quality retirement plan for their employees.



Our Corporate Retirement Plan Advisory Services seek to:

 

  • Protect plan fiduciaries from personal and corporate financial liability and help maintain Plan Compliance through documented Due Diligence processes.
  • Enhance investment opportunities through a dedicated and ongoing Investment Analysis utilizing multiple quantitative and qualitative metrics.
  • Guide participants on the benefits of the 401(k) plan and better understanding of investments through targeted education and communication strategies.
  • Save companies and participants money by conducting detailed Fee Benchmarking to ensure total plan costs are competitive.













Check the background of this investment professional on FINRA's BrokerCheck.

 
 
 

Securities and advisory services offered through 
Westport Capital Markets, LLC.
Phone: 203.222.8933  Member FINRA/SIPC.

 


Check the background of this financial professional on FINRA's BrokerCheck.