Your Growth Strategy
Intel Reports & Consulting
Waypoint’s expertise encompasses the full range of ERISA fiduciary functions, group retirement solutions, and the business side of the retirement industry.
We can help you get to market faster with a better product.
Go-to-Market
Brand building, distribution strategy, sales, sales management, marketing, and PR
Achieving Scale
PEPs, MEPs, “groups of plans,” group trusts, exchanges, and other group programs
Fiduciary Excellence
ERISA Sec. 3(16) plan administrator, trustee, plan sponsor, and other fiduciary roles
We share critical insights and answers you need to design and execute a successful go-to-market plan through consulting and Waypoint’s PEP Strategy Guide and PEP Product Builder’s Manual.
PEP Strategy Guide
An indispensable guide to strategic possibilities for group retirement programs, including PEPs, MEPs, and more. Request info & pricing
PEP Product Builder
The industry’s most complete resource for product design considerations for group retirement programs. Request info & pricing
Waypoint Consulting
Waypoint is an industry leader in group retirement solutions, retirement product development and ERISA fiduciary functions. Reach us about consulting to help your organization thrive. Request info & pricing
Waypoint’s expertise encompasses the full range of ERISA fiduciary functions, group retirement solutions, and the business side of the retirement industry.
See our latest posts on governance, fiduciary responsibility under ERISA Sections 3(16), 3(21), and 3(38), MEPs, PEPs, and more.