Teri Olsen's Contact Details

Teri Olsen's Company Details

Waypoint Retirement Advisors, LLC

, California, United States • 1 - 10 Employees
Financial Services

We offer retirement plan advisory services to employers based on their circumstances. Our goal is simple – to provide meaningful value by delivering comprehensive consulting and plan design along with innovative solutions.As an independent, objective firm, we partner with like-minded, client-first administrators, recordkeepers and trustees. This collaborative approach allows you to benefit from our collective knowledge and experience. It provides transparency and better serves your needs.We help you reduce fiduciary liability, minimize costs, and increase employee participation while making the process as problem-free as possible. In the end, we help you manage a competitive retirement plan that doesn't eat away your costs or your time.