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Company Sponsored Plans

Are you in the process of exploring company sponsored plan options for your business, or looking for alternatives to your current plan? We can help.

Whether you’re a small company or a large one, we can assist any size business in setting up a quality company sponsored plan. With 25 years of experience in the industry and a focus on fee reduction and improving the overall effectiveness of your current plan, you can trust us to find the best and most affordable employer sponsored plan for your company’s needs.

We have an excellent track record of success in providing other companies with this service, so we're equipped with the experience and expertise to guide you. While a reduction of fees is not guaranteed, we will work diligently and prudently to connect your business with the optimal company sponsored plan for your needs and situation. 

Simply put, we are consultants first, not sales people.  We will assess your current plan and do our best to work within the parameters that you currently have in place. Changing plan providers is only recommended if we believe, through our experience and knowledge, that it makes the most sense for your company and the plan participants.
 

We can assist you in:

  • Analyzing your current Investment lineup (for investment quality, costs and diversification needs)
  • Advising you on employer sponsored plan Compliance process
  • Examining the competitiveness of your Plan’s Performance (as related to your investments, recordkeeping and administrative costs)
  • Ensuring that your Participant Education program is both effective and beneficial
     

If you’re not satisfied with your current provider or simply would like a second opinion, contact us to find out about alternative options. We offer personalized, customer-focused service that is completely independent; we are not tied to one product or service.  We retain a commitment to personalized attention and service for every client.

We’ll educate you about all your possible options and create a customized solution that’s perfect for your business. We’ll clearly communicate all of your options and analyze your needs before recommending a solution. With Casey Wealth Management in your corner, you'll have someone on your side with the knowledge and experience to maneuver through the complexities often associated with providing your employees a high quality retirement plan.

Ready to find out more?  Contact us for a complimentary consultation.

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