Retirement Plans

Through the Fidelity Institutional Wealth Services platform, we provide tax-advantaged retirement plans to boutique consulting and law firms, seven and eight-figure entrepreneurs, and other situations where there are demanding, highly compensated employees. We will help corporate and institutional clients select a plan administrator and coordinate all relevant matters. 

Our high touch client service means that each employee will have access to a much broader array of choices than most corporate plans. We act as investment fiduciaries and consult with each employee to build a retirement portfolio that meets their needs. 

For highly sophisticated employees, our highly flexible approach allows us to take advantage of strategies like placing private equity in defined benefit plans and building 401(k) plans that allow for MEGA Backdoor Roth IRAs. You're likely to impress any employee with these alternatives.