ONE-STOP RETIREMENT PLANS
The complexity of a retirement plan can be somewhat daunting when reduced to its component parts: custodians, trustees, trading platforms, compliance administrators, record-keepers, and more.
We take care of the complexity for you by providing a single source for all of the components. We combine our in-house team of plan design consultants, administrators, conversion specialists, compliance experts, relationship managers, record-keeping processors, information service technicians, and customer service representatives with the industry’s best providers of trading and custodial services to create a cohesive and efficient solution for your company’s needs.
With non-integrated services from multiple providers, plan sponsors are forced to coordinate between the numerous players.
Capital offers plan sponsors an integrated set of services providing both convenience and cost savings for your company. Questions? You and your employees know who to call.
Are you working with a financial advisor? If so, we’ll be a one-source solution for them as well. At your direction, we’ll provide your financial advisor with easy access to the plan and fund data they need to do their job. Let them call us rather than you! If you are not working with a financial advisor, our sister company, Capital Investment Advisory, can help you develop an investment policy statement, select funds, and regularly review those funds with a proven system that will pass the most stringent fiduciary analysis.