Employer Retirement Plan Consulting Services
Chladek Wealth Management has developed a defined contribution consulting service for employers (plan sponsors) to give you and your employees (participants) maximum flexibility and cost savings. Whether your plan consists of 2 or 2,000 participants, we can customize a plan specifically for you.
Our consulting services can be provided in conjunction with a custodian, record keeper, and third-party administrator (TPA) that we’ve formed a strategic partnership with to give you a total retirement plan solution for your company, or we can work separately with a team of your choice.
As part of this service, we will:
• Select/Identify and monitor the plan’s investment options
• Conduct enrollment and education meetings for plan participants
• Provide support at group enrollment meetings
Call us today to schedule your free plan review & cost benchmarking analysis – 913.402.6099.
We provide fee-only advice, and do not accept product commissions or receive benefits from outside companies. Thus, we always put the needs of the client first.