Employer sponsored retirement plans, such as 401(k)s, 403(b)s, 457(b)s, profit-sharing, pensions, etc., provide employees with a tax-advantaged way to save for retirement. They also provide similar tax advantages to employers, but also serve as an effective way to attract and retain employees.
Our firm supports you in setting up or augmenting your plan, managing it, and providing services, all to help you stay compliant and focus on your high quality work.
Helping you define your goals and priorities, to develop the optimal retirement plan design.
We help you find the right provider(s) that fits your organization's needs.
We can act as a 3(21) co-fiduciary to your plan. We will help you develop a compliant and serviceable fiduciary process to select and monitor investment options, review service fees, and service providers.
We will assist you with managing the health of your plan over its lifetime, providing you guidance on regulatory changes, program enhancements, and investment due diligence.
Douglas Capital Advisors, LLC is a Texas registered investment advisor.
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