Broker Check

THE RETIREMENT PLAN SPECIALISTS

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:


  • Is the 401(k) Plan operating efficiently?  

  • Are our fees reasonable compared to other plans in our industry?

  • Is our 401(k) offering robust enough to hire, retain, and attract quality employees?

  • Are our employees appropriately saving and preparing for their own retirement?

  • Are the owners and highly compensated executives receiving the tax deductions that they want?

  • Do we have enough support and resources available to not only operate a plan, but also for the employees?


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.

OUR UNIQUE PROCESS

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.

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 SERVICED

DEFINED CONTRIBUTION PLANS

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


DEFINED BENEFIT PLANS

Fully Insured Plans | Traditional Defined Benefit | Cash Balance

Do you have a specific question? We're here for you. Please fill out the information below.

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