Re Engineering
Getting Started with Financial Wellness

​The historical goal:  retirement For any consultant, the client’s goals should determine the benchmark of success.  For example, a company with a defined benefit plan hires a consultant to help them divest the ongoing pension obligation which the company bears.  The pension consultant should be measured...

The End of the Holiday

Individual investors who spend their time focused on news cycles might be forgiven for thinking that the stock market was in a bit of a rut; it wasn’t that long ago that the December and October sell-offs were grabbing many of the headlines.  In fact, institutional investors who get their quarterly reports...

Financial Wellness Update

We are in the financial services business. If we can’t help the people who need it the most, we should not be able to call ourselves financial services professionals. This is what we’re doing at Westminster Workplace Solutions to help people who need it the most.

Consultant's Corner: Participant Rollout

Do you know what to do with your retirement plan if you leave your current employer? What are your options? Where does it go? Mathew Barber of Westminster Wealth Management provides the answers to these questions and much more.

COBRA Open Enrollment? It's a Thing. Honest.

So, you think you have COBRA under control.   Then, you hear a whisper at Aunt Sally’s holiday party,  “I just got my COBRA Open Enrollment packet.” “COBRA Open Enrollment packet?” [Long pause….]  “Ummm….what?” You heard right. COBRA participants have the right to a COBRA Open Enrollment period. What...


Promoting a Culture of Fiduciary Responsibility

Westminster Consulting is committed to promoting a culture of fiduciary responsibility. We provide comprehensive fiduciary and investment advice to plan sponsors and investment fiduciaries. We provide them with the information, tools and confidence to better navigate the demanding and changing regulatory landscape around qualified plans.