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Our Services

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Qualified Plan Services

As an employer, do you have the expertise to meet your fiduciary responsibilities?
Do your employees have the support and guidance they need to achieve their retirement goals?

woman hosting a business meetingWashington Trust's Qualified Plan Services offers your company independent advice to ensure that you can carry out your duties prudently and provide your employees with the education and advice they need to reach an optimal outcome upon retirement.

Our services include:

  • Fiduciary guidance
  • World-class investment oversight
  • A dedicated client service team
  • Operational and administrative efficiencies

We offer a proactive, hands-on approach to ensure you and your employees receive personal, one-on-one service and retirement education.

Let's discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency