Retirement

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 prepare for their retirement. We specialize in working with business owners and plan sponsors to customize retirement plans that make the most of this important benefit for your employees.

With the heightened scrutiny on retirement plans by the Department of Labor (DOL), it is one of the biggest concerns for employers. At The Capital Group, we strive on our ability to offer corporate retirement plans with the plan sponsor’s fiduciary protection as the primary objective. In addition to employer protection, employee education is a big component of a comprehensive retirement plan offering to employees.

The Capital Group acts as a Retirement Plan Consultant and Investment Advisor to all different types of employer retirement plans (401(k), Profit-Sharing, Defined Benefit, Cash Balance, 403(b), etc.). We can consult with a client to see which type of plan is the right fit for a particular client based on their size, profits, the number of employees, and retirement goals and then act as an ERISA 3(21) Retirement Advisor ongoing. We handle all areas of retirement plan investment due diligence, coordinate and run investment committee meetings, handle all plan notifications, conduct employee education, and benchmark and RFP plan providers.

At The Capital Group, we value independence and objective advice and partner with Recordkeepers, TPA’s, and Auditors that share those values so that we can keep our clients’ interests first, right where they should be.

For more information about our retirement programs call us at (301) 214-7666 or Contact Us today.