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401(k) Investment Advisory Services

If your company is sponsoring a retirement plan, Wilmington Trust Investment Advisors (WTIA), M&T’s investment advisory firm, can provide advice to help satisfy the investment-related fiduciary obligations to meet the "prudent expert" requirements. Our 401(k) investment advisory services include assistance with your retirement plan’s investment policy development, manager selection and ongoing evaluation, as well as quarterly performance reporting and benchmarking. Using a consultative approach, we provide retirement plan sponsors with data and insights to make informed, timely decisions. 

An Advocate for 401(k) Retirement Plan Sponsors and Plan Participants
WTIA takes a team approach to servicing our clients. You will work with a hand-picked and experienced team of professionals with proven expertise in menu design and manager selection. The team is committed to providing comprehensive processes and documents to satisfy your fiduciary responsibilities. Our high level of personalized service ensures responsiveness to your needs.

We offer our 401(k) investment advisory services at flat fee pricing and our services include:

  • Investment Policy Statement (IPS) Review
  • Menu construction
  • Investment manager selection and evaluation
  • Manager monitoring
  • Quarterly reporting
  • Qualified Default Investment Alternative (QDIA) Recommendation

Objective Recommendations on Investment Solutions
We provide independent and objective guidance on a range of 401(k) retirement plan investment selections to create a robust line-up of options for retirement plan participants. Our competitive advantage is an open architecture philosophy, access to the full universe of money managers, and a multi-dimensional manager selection process.

Contact Us
Learn more about our 401(k) investment advisory services. Call Wilmington Trust Investment Advisors at 1-800-878-0668 for more information. 

Wilmington Trust Investment Advisors (WTIA) is a registered investment advisor and wholly owned subsidiary of M&T Bank. WTIA manages money on a separate account basis for corporations, not-for-profit organizations, pension programs, public entities, endowments, and foundations. In addition, WTIA is the primary sub-advisor for the Wilmington Funds, a diverse family of mutual funds designed to meet a wide range of investment objectives.
 
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