An Inclusive Approach
We work with more than 300 qualified plans and thousands of participants in the Greater New England area and throughout the US. CCR Wealth streamlines and provides comprehensive ongoing support in this complex process, identifying the highest quality retirement plans to meet the needs of your business and its employees.
- Fiduciary responsibility support
- Investment policy statement establishment, review, revision
- Creation of fiduciary audit file for plan trustees
- Participant and trustees' education and communication
Fulfill Your Responsibilities
ERISA law requires that companies offering corporate retirement plans act prudently to meet their fiduciary responsibilities. CCR Wealth supports clients in meeting those obligations. Our model provides co-fiduciary insulation for plan sponsors, helping to ensure employees’ required investment needs are being met through the plan.
- Vendor selection
- Investment selection and monitoring
- Plan benchmarking
- Ongoing service and support
A Wide Range Of Options
Working with some of the top retirement plan providers, we offer an array of products tailored to your specific situation. With no proprietary products to sell, we work with you to select the most appropriate investment alternative for your needs:
401(k) Plans
Defined Benefit Plans
403(b) Plans
Cash Balance Plans
Profit Sharing Plans
Simple-IRAs & SEP-IRAs
An Objective, Carefully Tailored Process
Through a seven-step process, we work with you to define, analyze, meet and monitor your firm’s retirement plan goals.
- Identify Goals and Objectives: We help prioritize your goals, including partner savings, employee benefits, legal compliance and firm tax efficiency.
- Evaluate Current Plan: We help determine the ideal retirement plan design and investment platform options. We then gather multiple proposals and analyze them to find the best fit for your company.
- Present Recommendations: We review the plan design and investment platform options with you to help you determine the solution that best aligns with your firm’s goals and objectives.
- Establish Fiduciary Audit File: We work with you to help ensure your firm meets all its fiduciary responsibilities and is compliant now and in the future.
- Conduct Enrollment and Education: Our team conducts enrollment and education meetings for you and your employees to boost plan participation for both trustee and plan participants.
- Monitor, Report, and Educate: We conduct yearly review meetings and educate all parties about new laws, investment options and market conditions.
- Provide Ongoing Support: We provide general retirement plan consulting services, retirement plan administration
services, and financial planning for highly compensated employees.
Have a Question?
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Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
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