Corporate Retirement Plans
Independent 401(k) Fiduciary Leadership
Charter Wealth Management’s mission is to provide plan sponsors with objective independent advice and a roadmap for corporate plan success.
Blending Corporate Design & Participant Success
For our corporate retirement clients, our consultative approach blends together the two core focuses of modern 401(k) retirement plan administration:
Corporate Plan Design
- Maximizing tax deferral benefits
- Improving Department of Labor (DOL) compliance
- Minimizing total plan administrative expenses
Participant Success
- Maximizing participation & deferral rates
- Improving investment option quality & diversification
- Reducing investment fund expense ratios
Why Work With an Independent Fiduciary?
As an independent firm we do not represent any product providers. We represent our client’s interests and work collaboratively with plan committees to design the best plan to fit their unique situation.
Conflict-Free Advice
- • No service provider restrictions
- • No proprietary fund mandates
Transparent Fee Disclosure
- • No fee sharing with providers
- • No finder's fees or kickbacks
Fiduciary Support
- • Prudent process for managing plan
- • Reduced plan sponsor liability
Download Fiduciary Guidelines
Access our 3(21) vs 3(38) brief and plan sponsor compliance tools.
Complimentary Study
Free 401(k) Fee & Fiduciary Benchmark
ERISA requires plan sponsors to benchmark plan fees against market peers. Request our complimentary benchmarking report in under 2 minutes.
Request Free Benchmark →