The Bishop Wealth Management Group (BWMG) is a group of financial advisors with over 100 collective years of experience in the investment industry. Prior to Janney Montgomery Scott, the Bishop Wealth Management Group was part of Parker/Hunter Incorporated, an ESOP company which Janney purchased in 2005. The Group takes pride in maintaining numerous long-term family and institutional relationships that have developed as a result of excellent client service.
KEY VALUES FOR YOUR RETIREMENT PLANS
We help you decide the best mix of retirement plan solutions to meet your company’s needs. We do so with an eye on cost control within a fiduciary environment in a DOL rules compliant manner.
A PROFESSIONAL UNBUNDLED APPROACH – PROVIDER/VENDOR SERVICES
Each year we conduct an annual fiduciary review with the plan sponsor or retirement committee for the plan. Prior to each fiduciary review record-keeper fees are evaluated with respect to the other record-keepers as well as the costs with any other platform or structure within the current recordkeeping system.
EMPLOYEE EDUCATION
Our annual employee education focuses on retirement income, asset allocation and planning your contribution. Emphasizing these topics has successfully motivated participants to focus on their retirement. Participant’s understanding of risk and reward through proper asset allocation and education of the investment vehicles available in the plan provides participants with the confidence to increase contributions.
