Plan Fiduciary

As a Registered Investment Adviser, Winslow Financial LLC is well suited to serve as your plan fiduciary.

401(k) plan design

We have extensive experience working with business leaders and benefits experts in designing plans.

TPA vendor selection

We work for you to gather and compare quotes from leading 401(k) providers ensuring you receive the best value


We have extensive knowledge of investment vehicles to help you choose high performing, low expense funds.

Employee Education

We work with you to educate your employees so that they understand and value their benefits.

Employee enrollments

We are available and encourage group or individual enrolment and can easily integrate into your annual enrolment process.