Employee Retirement Plans
Steele as Your Plan Fiduciary
We specialize in being a fiduciary for our clients, helping them delegate as much responsibility and liability as possible. From 401(k) to Cash Balance Plans our team of specialists provide the guidance and resources needed to navigate the complexities of company-sponsored retirement plans.
Being a fiduciary ensures your employees are working with someone who has their best interest at hand. We equip your employees with the knowledge and tools to confidently prepare for retirement, encouraging them to take an active role in their financial future, make informed investment choices, and maximize their savings.
With years of experience, we design retirement plans tailored to your company’s unique needs. By understanding your goals and objectives, we create a plan that benefits both your employees and your business.
Delegate Your Fiduciary Responsibility to Us
As a Registered Investment Advisor (RIA), we commit to serving as an “ERISA 3(38) investment manager”. This allows you to delegate the responsibility and liability of selecting and monitoring your plan’s investment options to us.
We develop an Investment Policy Statement that outlines clear guidelines and procedures, helping to protect and formalize the responsibilities we undertake on your behalf.
Personalized Managed Strategies
We find that many retirement plan participants prefer not to select and manage their own investments, so we offer five professionally managed strategies, ranging from Conservative to Aggressive.
Our investment professionals monitor, manage, and rebalance these strategies to help keep participants on track toward their retirement goals.
Education and Communication
A successful retirement plan starts with strong employee education. Our team is dedicated to equipping your employees with the tools and knowledge they need to prepare for retirement confidently.
We encourage participants to become active learners, make informed investment decisions, and prioritize retirement savings for a more secure financial future.
Retirement Plan
Design Specialists
Our retirement plan specialists are skilled in designing and implementing company-sponsored retirement plans.
By taking the time to understand your unique needs, we develop a tailored plan that aligns with your company’s goals and objectives.