Westport Benefits Group


in a complex financial world


which only comes with experience

Objective Guidance

an independent resource for plan fiduciaries

Westport Benefits Group
7 Pheasant Lane
Westport, CT 06880

t: 203 227 3738
f: 203 571 1272

Westport Benefits Group specializes in helping 401(k) and other Qualified Plan sponsors understand their fiduciary roles and obligations. Fulfilling these obligations provides a natural progression to a successful retirement program and one that is best suited for each client.

Westport Benefits Group provides unbiased insight and guidance based on more than 25 years of industry experience. Our relationships with fi360, Morningstar, and numerous industry thought leaders enable us to keep current with developments in the marketplace and advise our clients accordingly.

Our emphasis on fiduciary issues is designed to protect plan fiduciaries from personal financial loss due to:

  • Dept. of Labor/IRS penalties
  • ERISA/employee civil litigation
  • Legal fees

In addition to serving our clients, Westport Benefits Group conducts seminars on fiduciary responsibility, including one- and two-hour continuing education seminars for accountants (CPAs) as well as those with CFP, CIMA, and CIMC designations.

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