Retirement Plans

RETIREMENT

Looking to the Future

At Walsh Duffield, we know just how critical the right retirement plan can be for attracting and retaining employees. Even so, managing these plans can be a complicated, time-intensive process – and we’ll be here to help every step of the way. We are proud to have specialists who have aligned with Strategic Retirement Partners, a national retirement consulting services firm, which affords us the ability to deliver innovative, national thought-leadership, and best-practice resources, both personally and locally.

When you work with Walsh Duffield Retirement Plan Solutions, you’ll notice the difference of skill level you receive. Our team of experienced professionals draw from collective skills to deliver exceptional service, from initial analysis to strategy implementation and plan management. We are passionate about driving positive retirement outcomes by providing expert plan selection, design, and co-fiduciary governance to employers and their plan committees.

Whether you have an ongoing or project-based need, we champion objectivity, balance, technical knowledge, and transparency, as well as also taking an active role in managing the retirement plan decision-making process by providing:

  • Investment Monitoring
  • Fiduciary Risk Management
  • Vendor Benchmarking
  • Participant Outcomes

Walsh Duffield is proud to align with Strategic Retirement Partners, a national retirement consulting services firm of specialists who are dedicated to virtually every type of retirement plan, including 401(k), 403(b), defined benefit pension, ESOP, 457, Taft-Hartley, and non-qualified deferred compensation plans. As SRP’s Upstate NY team, the retirement plan professionals at Walsh Duffield can provide guidance in decision-making and problem solving to meet your institutional retirement plan objectives. As of 7/1/2017, over 500 employers entrust SRP with over $7 Billion in assets.

Together, we can provide guidance in both decision-making and problem solving to meet your institutional retirement plan objectives.

Strategic Retirement Partners

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Contact Me About
Retirement Plans

Lisa M. Petronio, CPFA, RICP®

Vice President
Retirement Plan Consulting Group

Check the background of this investment professional on FINRA’s BrokerCheck »

Contact Information

lpetronio@walshins.com
Direct Phone: 716-362-7372

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Walsh Duffield or any other entity listed herein. www.finra.org and www.sipc.org.