2190 East Pebble Road
Our experience shows that Plan Sponsors are looking to align with a firm to help them not only fulfill their fiduciary duties for offering a retirement plan, but also to help their employees plan and prepare for retirement. We help plan sponsors answer questions like:
Since every retirement plan has unique needs, we believe Strategic Wealth Design will be able to provide you with the experience and resources that you are looking for, along with the highest standards of service and care.
Are you ready to receive a COMPLIMENTARY ASSESSMENT of your retirement plan?
Give us a call today at (702) 907-7444 or fill out the Contact Us section below.
Plan Design Consulting
Trustee Review Meetings
Fee Disclosure Review
Vendor Review and Management
Investment Policy Statement Review
Plan Enrollment and Education
Group Education Workshops
Financial Wellness Program
One-on-One Financial Counseling
DEFINED CONTRIBUTION PLANS
401(k) | 403(b) | Profit Sharing | Simple IRA | SEP IRA
DEFINED BENEFIT PLANS
Fully Insured Plans | Traditional Defined Benefit | Cash Balance