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.

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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.