THE WHITNEY RETIREMENT SERVICE GROUP

When you work with us, we invite you to look deeper, beyond the sales and marketing process. Our inherent attributes determine our actions and reactions; you can rest assured there is great care taken with your plan and your money. Our client relationships are long lasting and typically expand to include more responsibilities over time.

We value expertise, passion, integrity and honesty.

Expertise - Whitney Group is a competence culture. We value knowledge, skill and proficiency first and foremost. Plan sponsors are increasingly aware of how intricate their obligations can be when operating a plan prudently. As industry veterans well versed in ERISA, investments, administrative and regulatory aspects of defined contribution plans, we work alongside plan sponsors to ensure that they understand and can execute with confidence. .

Passion - When it comes to improving our clients’ plans we never rest. We find that most plans can find considerable savings in investment fees, direct costs and time with a strong and diligent advocate. We focus on improvements year after year. We avoid the complacency that comes with lowering costs by picking low hanging fruit from time to time.

Integrity and Honesty - Client trust is paramount to the organization. Our business strategy has always been to earn our place at the client’s table each and every day. We find that directness and transparency in the fees we charge and the way we handle the daily issues concerning the plan are the best way to demonstrate our honesty, gain trust and consequently grow our business.