1450 Raleigh Road Suite 205
Chapel Hill, NC 27517

(919) 913-0235
Service Model

Our Lead Consultants are responsible for designing appropriate plans for each client by helping them choose the plan provider and investments that best meet their needs. They also help review plans on a consistent basis and make sure that all aspects of implementation and design are in compliance with current regulations and guidelines. Our consultants can also help design "Investment Policy Statements" and "Education Policy Statements" if needed and are a total resource for each client.

The HCWRFS Financial Advisors are available to help educate and communicate with clients through enrollment meetings, seminars, and individual meetings. Their priority is to advise all clients and their employees so that each person is better able to understand their options and feel comfortable about their retirement savings. Our advisors help each implement an "Education Policy" that fits the need of each organization.

The purpose of the Client Relationship Managers is to support both the clients and their employees by answering any questions about distributions, plan information or administrative issues. The CRM is an additional resource that each group can access at any time.

  • 2023 Pension Plan Limits