A 401k Plan Is More Than Just the Investment Lineup

At Strategic Wealth Planning, we know that establishing and administrating your company’s 401k plan can be complicated. That’s why SWP provides comprehensive, expert consulting from the start—and we never finish.

We Don’t Dabble

The old model was broken. That’s why we built a new one and developed a team of industry-leading retirement plan advisers to oversee and direct every step of the process. This give you’re a level of service, expertise and peace of mind previously available only to largest corporate retirement plans.

Comprehensive and Thorough

We’re retirement plan professionals, so you don’t have to be. From keeping you informed and guiding you through the latest regulatory changes to addressing employee retirement plan concerns, we have you covered, allowing you to focus on meeting your business’s biggest challenges.

Complete Offerings

  • Traditional 401k and solo or owner-only 401k
  • 403b, 457, and Deferred comp
  • Profit Sharing, Safe harbor, and New comp
  • Traditional DB Pension, Cash balance, and Split-funded

Investment Selection

  • Investment selection due diligence
  • Written investment policy statement
  • Regular review of investment performance and fees

Plan Design

  • Advanced plan engineering
  • Full fiduciary services or guidance and support
  • Ongoing plan evaluation and optimization

Employee Services

  • Initial employee enrollment
  • Ongoing education support
  • One-on-one counseling
  • Personal wealth management and financial planning