Be Good to Your Future

“The best way to predict your future is to create it”

– Abraham Lincoln

Our Approach

At PWM Retirement Plan Solutions, our focus is to help employers attract exceptional talent and retain top performers. One of the ways this can be accomplished is to offer a strategic and competitive retirement benefit package your employees can be confident in. We help our clients analyze their plan design features, improve inefficiencies, manage fiduciary risk, keep costs in check and save time by offering comprehensive retirement plan consulting services.

PWM Retirement Plan Solutions is dedicated solely to retirement plan consulting and we pride ourselves in providing proactive forward-thinking strategies to all of our clients. We strive to provide each client with the highest fiduciary standard of care.

Roadmap for the Future

Each client is provided with a comprehensive process for optimized plan management. Confidence in your plan governance structure, fiduciary decision-making, risk management and cost effectiveness, investment due diligence, and successful participant retirement outcomes drive the rationale behind the pro-active services described below:

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Plan Design Assessment

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Fiduciary Training & Risk Management Support

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Investment Due Diligence & Monitoring

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3(21) Investment Fiduciary Services

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404(c) Support

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Provider Benchmark & Cost Analysis

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Investment Policy Statement Preparation Assistance & Review

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Plan Health Reviews

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Regulatory Updates

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Plan Governance & Fiduciary Documentation

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Target Date Fund & Stable Value Suitability Analysis

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Fiduciary Audit Checklist

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Employee Financial Wellness & Retirement Readiness Programs

Forward Thinking Solutions

Competitive retirement plans that are able to provide financial well-being have the potential to make your workforce happier, more focused and more productive. It’s also a great way to attract and retain the talent your company’s future success depends on. One size does not fit all.

We explore every possible strategy to help ensure the right plan is put in place to meet the needs and vision of every client.

Plan Design Features:

  • Safe Harbor
  • Roth
  • Auto-Enrollment
  • Employer Matching & Profit Sharing Capabilities
  • New Comparability

Retirement Plan Options:

  • 401(a)
  • 401(k)
  • 403(b)
  • 457(b)
  • Cash Balance
  • Defined Benefit Plans
  • Non-Qualified Deferred Compensation Plans

Passionate

Our focus is to help you provide a retirement plan that you are proud of and your employees have confidence in. Our passion and mission is to treat your retirement plan as if it were our own.

Comprehensive

By serving both the employer and employees, we strive to help employers analyze their plan design, improve inefficiencies, manage fiduciary risk, keep costs in check and save time by offering comprehensive retirement plan consulting services.

Dedicated

We are dedicated solely to retirement plan consulting and pride ourselves in providing proactive forward-thinking strategies to all of our clients.

Do You Need Help?

Our Retirement Plan Specialists can help you analyze your current situation.

Click below to contact us so we can help you optimize a retirement plan to reflect your goals and culture!

Your Retirement Specialist

Brandy Goodnow, AIF®

Retirement Plan Consultant

Brandy Goodnow has over 20 years of experience in the financial services and retirement plan industry. She is a specialist committed to developing customized and comprehensive retirement benefit packages for all types of employers. She assists her clients with fiduciary training, compliance assistance, plan health analysis, plan design features, fee benchmarking, vendor searches, plan transitions, vendor management liaison, investment reviews and ongoing plan administrative tasks.

Her experience lies in fiduciary risk management, technical retirement plan knowledge, participant retirement readiness strategies, problem resolution and plan operational support.

Prior to joining PWM, Brandy served as Managing Partner at “B” Good Now Retirement Solutions. Additionally, she has years of extensive experience at large financial companies specializing in client relationship management, plan administration, plan compliance, plan design consultation, document services and IRS reporting services.

Her experience working on both the recordkeeping and advisory side of retirement plans gives her a unique perspective which allows her to take a comprehensive and seasoned approach in helping plan sponsors design their company’s retirement plan.

Brandy’s FINRA Series 6, 63 and 65 securities licenses are held through LPL Financial. She also maintains her Life and Health Insurance licenses, and holds the Accredited Investment Fiduciary designation.

Brandy is a native of Colorado. She and her husband Andy (a Kansas boy) have two daughters and one son. Away from the office Brandy loves golfing, camping, fishing and spending time with her family.

We are here to help!

Phone:

(720) 384-4030

Email:

bgoodnow@pwmplanning.com

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