Corporate Retirement Plans

Charter Wealth Management’s mission is to provide clients with objective independent advice and a road map for success.

For our corporate retirement clients this involves blending together the two focuses of retirement plans:

Corporate Plan Design

  • Maximizing tax deferral benefits
  • Improve Department of Labor Compliance
  • Minimize plan expenses

Participant Success

  • Maximizing participation and deferral rates
  • Improve investment options
  • Reduce investment expenses

As an independent firm we do not represent any product providers. We represent our client’s interests and work collaboratively with them to design the best plan to fit their unique situation. When you choose to work with us you have the confidence to know that we offer:

Conflict Free Advice

  • No restrictions on service providers
  • No proprietary fund requirements

Transparent Fee Disclosure

  • No fee sharing with providers
  • No finder’s fee to change providers

Fiduciary Support

  • Prudent process for managing the plan
  • Reduction in plan sponsors liability on investment lineup