Retirement Plan Services

Retirement Plan Services

TRANSFORM your employer-sponsored retirement plan into a recruitment and retention tool. We work with you to design, implement and maintain a high-quality plan tailored to your business and employees.

Weaver Capital Advisors can help you transform your employer-sponsored retirement plan into a recruitment and retention tool. While an employer-sponsored plan helps employees achieve retirement readiness, it can also be a company benefit that helps you attract and keep qualified employees. As your retirement plan partner, we help you design, implement and maintain a high-quality plan to meet the specific needs of your participant base.

Our retirement planning services include:
  • Plan design
  • Investment selection
  • Asset allocation
  • Investment policy statement preparation and maintenance
  • Plan benchmarking
  • Fee benchmarking and analysis
  • Vendor searches
  • Investment monitoring
  • Plan education 
  • Participant education
 
The plans we support include:
  • 401(k)  
  • Defined contribution 
  • Solo 401(k)
  • SEP
  • 403(b)
Weaver Capital Advisors designs and implements retirement packages for company employees and executive leadership providing the benefits options that serve firms large and small.