Retirement Plan Consulting
We specialize in working with business owners and plan sponsors to customize retirement plans based on your employees’ specific needs.
Customizable Retirement Planning Options
A proper retirement plan is one of the most important benefits an employer can offer to their employees. At The Capital Group, we understand the great responsibility that comes with helping your employees save for their future.
We specialize in working with business owners and plan sponsors to customize retirement plans based on your employees’ specific needs. We can assist you with your retirement plan design to build a comprehensive plan for your employees’ financial future. Contact our team to find out how our expertise can help your employees today.
Retirement Planning Solutions for Your Employees
Heightened scrutiny on retirement plans from the Department of Labor (DOL) has caused employee retirement planning to become one of the largest concerns facing employers. Our corporate retirement planning solutions ensure the plan sponsor’s fiduciary protection is the primary objective, providing employee education to help them fully understand their plan benefits.
We take into account your business’s size, profits, team size, and retirement goals to ensure the plan you select is the best one for your employees’ needs. We’ll then continue to act as an ERISA 3(21) or 3(38) fiduciary advisor to provide you with the guidance and information you need to continue to offer unparalleled retirement benefits to your employees.
Our team handles all aspects of retirement planning to provide you with the utmost convenience, including the following areas:
- Investment oversight and due diligence
- Coordination and facilitation of investment committee meetings
- Fiduciary Compliance
- Employee education and advice
- Benchmark and RFP plan providers
- Financial Wellness
- Plan design
We offer a wide range of employer retirement plans, including 401(k), profit-sharing, defined benefit, cash balance, 403(b), and more. Give your employees access to a more secure financial future with retirement planning solutions from The Capital Group.
Retirement Planning with The Capital Group
Your employees deserve to have a secure plan for their retirement. At The Capital Group, we value objective advice, and we partner with recordkeepers, TPAs, and auditors who share those values so we can place our clients’ interests first, right where they should be.
Are You Ready To Get Started?
If you're ready to develop business and financial plans that crystallize your goals and develop your future, we would be pleased to provide you with a proposal and quote for our services.
Request A Quote
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Services We Offer
We offer dynamic solutions that help businesses worry less and grow more.
We strive to understand your business and tailor the best risk-management solution to protect your company, your assets, & your employees.Explore now
We provide the resources to manage your capital in the most efficient manner, while striving to maximize your most lucrative financial goals.Explore now
We customize benefits packages to fit your needs, and act as an effective incentive to attract and maintain the best talent for your company.Explore now
Retirement Plan Consulting
We diligently tailor your retirement plans to insure a more secure future for you, your employees, and your executives alike.Explore now
Our HR management technology provides your company with the efficiency & ease of use to effectively manage your employee benefits.Explore now
We provides compliance services to help companies avoid audit-related financial damages. Our team can handle all DOL audit requests.Explore now
Get in Touch
We are here to assist you with all your risk management, investment, employee benefit, and HR technology needs.