Broker Check

Corporate Retirement Plans

The Corporate Financial Solutions team at Krietzberg Wealth Management works closely with company owners and managers of businesses large and small to create and oversee their corporate retirement plans, which can include 401(k) Plans, profit sharing plans, and pension plans.

We will customize and oversee your retirement plan to help protect you and suit the specific needs of your company. We review the plan throughout the year to ensure it continues to meet your needs and your company’s needs as your company grows. And we can help ensure that you and other key executives in the company have maximized your pre-tax savings. Finally, we can coordinate with any TPA (third party administrator), or offer you a bundled solution, whichever works best for your situation.

Funds: Our approach includes a fund selection process to ensure that funds are the appropriate share class, and to objectively and proactively replace funds when needed.

Costs: All fees are transparent to both the plan trustees and the plan participants, and we make sure that your plan is as cost effective and competitively priced as possible.

Employee Education: We conduct Employee Education meetings to help your employees make important investment decisions, but also helps to lower a trustee’s fiduciary liability.

Service/Plan Design: We create a customized service plan to show our commitment to you and your employees. Also, we make sure that your plan is designed with current objectives and cash flow in mind, and that it is priced well.

Fiduciary Exposure: We help to identify the plan sponsor’s fiduciary liability, and take steps to minimize the exposure of personal liability of the trustees