Raffa Do More
Raffa Wealth Management
Raffa Wealth Management

 401(k) and 403(b)

Raffa Wealth Management offers comprehensive retirement plan consulting and investment fiduciary services for plan sponsors and participants. We are not affiliated with any plan providers and aim to either improve the level of service, cost, and education of your current plan or make the transition to a preferred provider seamless.

RWM will provide plan design guidance and actively support the plan trustees’ fiduciary responsibility. We can provide personalized investment advice to your employees and host engaging retirement education seminars. Ultimately, our aim is to increase employee plan engagement and retirement readiness in addition to helping plan sponsors fulfill their fiduciary responsibility.

Our services include:
  • 401(k) Plan Advisory and Consulting
  • Retirement Plan Benchmarking Assessment
  • Investment selection and Watch-list Reporting
  • Retirement Service Provider Search/RFP Consulting
  • Plan Participant Education and One-on-one Advice

RWM sees itself as a partner to, and an aggressive advocate for, its clients, not for plan providers. Contact us today to discuss what we can do for your organization.

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Wealth Management Blog
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