Administering a retirement plan is complicated because retirement plan sponsorship is not what your business is about, but it is our business. We have the expertise to help you comply with federal rules and regulations, while helping you fulfill the conditions necessary to claim statutory and safe harbor liability protections.
We can help to reduce operational and investment costs while maximizing the benefit that employer contributions can have for you and other select participants.
Most important of all, we can make your retirement plan the meaningful benefit that it is intended to be: a tax-favored method to save for a comfortable and secure retirement. After all, isn’t that the primary goal of a retirement plan?
The value of any plan service provider should be determined in part by its contribution towards helping participants save for retirement. In this respect, NWCM delivers real value. A core service of ours is providing educational efforts and investment guidance for participants with the same perspective we as investment advisors bring to our Wealth Management clients. (Many of our Wealth Management clients also have significant assets within qualified retirement plans we help manage.)