Burton Enright Welch

About Burton Enright Welch

<p>Founded in 1989 and 100% employee-owned, Burton Enright Welch is a fee-only registered investment advisor with a long track record in retirement plan work. The firm has 30 employees and is headquartered in Walnut Creek in the East Bay, serving plan sponsors across the San Francisco Bay Area and in more than 30 states.</p> <p>BEW works with businesses on retirement plan strategy and day-to-day fiduciary support. Its team handles plan design, investment oversight as a 3(21) fiduciary and 3(38) investment manager, and retirement plan compliance support. The firm also provides participant advice and education to help employees make informed decisions.</p> <p>Plan sponsors also use BEW for vendor selection, cost benchmarking, and help with administrative support. The firm works with a range of plan types, including cash balance plans, and coordinates retirement plan services alongside broader financial planning and investment management for owners and executives.</p> <p>What sets BEW apart is its employee-owned, fee-only structure paired with in-house 3(21) and 3(38) fiduciary services for employers that want clear roles and accountability.</p> <ul> <li>Plan design and retirement plan consulting</li> <li>3(21) fiduciary and 3(38) investment management (<a href="/plan-advisors">plan advisors</a>)</li> <li>Compliance support and administrative coordination</li> <li>Participant advice and employee education</li> <li>Vendor selection and cost benchmarking</li> </ul>

Website: https://bewinvest.com/retirement-plan-services/

Founded: 1989

Employees: 30