401(k) Services

As a business owner, being able to offer a retirement plan can be a crucial ingredient in attracting and retaining employees. However, along with that benefit comes the responsibility for evaluating and managing the investment decisions for the plan assets. It’s important to protect yourself by following stringent fiduciary standards of objectivity. You need impartial evaluation of your asset allocation, investment opportunities and portfolio construction, while at the same time minimizing fees and eliminating extraneous costs.

Creative Planning offers an array of retirement plan services for business owners. Whether you are just starting up, or you have employees nationwide, we have the expertise and resources to meet your company’s needs. We take the same approach to managing corporate retirement plans that we do with our private wealth clients: utilizing techniques developed over multiple market cycles to help your employees achieve their goal of financial independence.

Working with Creative Planning gives business owners the peace of mind that they are working with a fiduciary. Our services meet the requirements of an ERISA 3(38) fiduciary, protecting our clients from the legal responsibilities associated with managing the costs and performance of their retirement plan.

Our services include:

  • 401(k) and Profit Sharing Plan Consulting Services
  • Fund Performance Reviews and Comparisons
  • Investment Committee Oversight
  • Fiduciary Services
  • Plan Design
  • Employee Education Programs

To learn more about how Creative Planning can help you establish a 401(k) plan, or evaluate and potentially improve upon your current 401(k) plan, get in touch with us by contacting Bob Pascuzzi at pascuzzi@creativeplanning.com. We look forward to working with you.