“As a partner agency of Patriot Growth Insurance Services, LLC, we are transitioning to the Patriot name and brand. While our look will change—including our logo, website, and email addresses—our commitment to you remains the same. Same trusted team. Same personalized and local service. Same dedication to your insurance needs. Stay tuned for more updates and visit us at patriotgis.com soon. If you have questions, please reach out—we’d love the opportunity to talk!”
    401-435-4239
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    Group Retirement Plans

    WDA's team of retirement experts can help guide you to the best solution for setting up a retirement plan for your company. We provide different retirement plan options that will fit the needs of any business.  
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    401k

    These tax-advantaged, employer-provided plans use the power of compounding interest to help employees supplement Social Security in retirement.
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    Simple IRA

    These tax-advantaged, employer plans  are a simpler solution over a 401k. An ideal fit for most small businesses.
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    403B

    These tax-deferred plans are designed for employees of public schools, colleges and universities, churches and other religious organizations.

    Want To Learn More?

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    Education

    Our team of retirement experts are here to help educate and guide you to finding the right plan. Once a plan is in place, we will work with your employees to make sure they fully understand how the plan works. Our retirement experts remain available to you and your employees throughout the year to answer any questions that may come up.
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    Administration

    Making sure the plan is administered correctly is an important step to keep everything running smoothly. We work with different Third Party Administrators who will work behind the scenes making sure the plans stay in compliance. They will also provide online access to you and your employees. 
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    Available Plans

    401K

    Solo 401K

    Simple IRA

    SEP IRA

    403B

    Employee Profit Sharing Plans

    Testimonials

    I can’t think of anything WD could do better. Staff is knowledgeable, responds promptly and is always patient and courteous. They offer a wide variety of services and are up to date on the newest trends.

    Many years of wonderful service!

    Jo-Ann

    Great source of information, always willing to take the time to educate me and my colleagues. Thank you for your vast offering of services, knowledge and information.

    Phyllis

    WHO WE ARE

    Offices throughout Rhode Island & New Jersey. Established in 1992 by William Delmage. Headquartered in East Providence, RI with offices in Newport and Hoboken, NJ. One of New England's premier, award winning, health care consulting firms.

    CONTACT

    HQ: 34 Hemingway Drive
    East Providence
    Rhode Island 02915
    United States
    401.435.4239
    info@wdandassociates.com

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