Delegate Your Responsibility to Us
As a Registered Investment Advisor (RIA), we will agree in writing to act as an “investment manager” as defined by ERISA §3(38). As a result, you are able to delegate your responsibility for selecting and monitoring your plan’s menu of investment options to us. We construct an Investment Policy Statement that establishes guidelines and procedures to protect you against fiduciary liability.
Steele Managed Strategies
Since many retirement plan participants do not want to select and manage their own investments, we offer five managed strategies, ranging from Conservative to Aggressive. These strategies are monitored, managed and rebalanced by our investment specialists.
Education and Communication
We believe you cannot have a successful retirement plan without strong employee education. Our team is committed to providing your employees with the tools and education necessary to successfully prepare for retirement. We encourage participants to become active learners, make reasonable investment decisions and increase their retirement savings.
Our retirement plan specialists have many years of experience designing and implementing company-sponsored retirement plans. By carefully studying your particular situation, we can design a plan that best meets your goals and objectives.
Ready to begin designing your plan?
Meet our specialists.