Corporate Retirement Plans

The Retirement Plan Specialists

As a Plan Sponsor, you want a firm that will not only help you fulfill your fiduciary duties in offering a retirement plan, but also help your employees plan and prepare for retirement. We can answer questions like:

  • Is our existing 401(k) plan operating efficiently?  
  • Is the fee structure comparable to other plans in our industry?
  • Is our 401(k) plan robust enough to help us attract and retain quality employees?
  • Are our employees appropriately saving and preparing for their retirement?
  • Are our owners and highly compensated executives receiving the tax deductions that they want?
  • Do we have enough support and resources – not only to help us operate the plan, but also to assist our employees?

Since every business and every retirement plan has unique needs, Strategic Wealth Design will customize a plan that works best for you and provide ongoing support with the highest standards of service and care.

Our Unique Process

Services

For Plan Sponsors

Plan Design Consulting

Fiduciary Support

Trustee Review Meetings

Fee Disclosure Review

Comparative Benchmarking

Vendor Review and Management

Investment Policy Statement Review

 

 

For Participants

Plan Enrollment and Education

Group Education Workshops

Financial Wellness Program

Retirement Readiness

One-on-One Financial Counseling

Phone/Email Support

 

 

Types of Qualified Plans Services

Defined Contribution Plans

401(k) | 401(b) | Profit Sharing | Simple IRA | SEP IRA

Defined Benefit Plans

Fully Insured Plans | Traditional Defined Benefit | Cash Balance

Would you like a complimentary review and benchmark of your retirement plan? If so, please click link below to schedule a 30-minute initial consultation.

Strategic Wealth Design

2190 East Pebble Road, Suite 260
Las Vegas, NV 89123

Email: StrategicWD

Fax: 702-907-6444

Office Hours:

Monday: 8:00am-5:00pm

Tuesday: 8:00am-5:00pm

Wednesday: 8:00am-5:00pm

Thursday: 8:00am-5:00pm

Friday: 8:00am-5:00pm

Saturday: By Appointment

Schedule 30-minute Consultation

Use the button below to schedule a complementary introductory call.