401(k) Retirement Plans

401(k) Retirement Plans

The Capital Advisory Group, LLC takes a fresh approach to Company-Sponsored 401(k) Plans. We believe that retirement plans should provide employee participants with low-cost investment options and exceptional service to make saving for retirement easier. We also believe that providing employees with quality benefits should not come at a high price tag to the plan sponsor.

We work with companies to first understand their goals, values and philosophies. Next, if applicable, we rigorously examine their current 401(k) plan to look for those features that should be improved, added or preserved.

After gathering all available information, The Capital Advisory Group, LLC will then work to construct a plan that meets the desired criteria. We help to keep costs to employers and employees alike as low as possible by offering appropriate investment options. We also bid out administrative, record-keeping and trust services to trusted partners to help construct low-cost and high-quality solutions.

We also conduct 401k Financial Management Education Programs to teach your employees how to obtain the most from their plan. From introductory meetings to regular financial update seminars, our goal is to keep employees and employers aware of changes in the financial environment and how they may be affected.

We understand that offering a competitive and truly beneficial retirement plan to employees is important to a company's ability to retain valuable employees. Call us at (952) 831-8243 today to get started creating a customized program that can benefit you and your employees!

HERE is an article detailing the role and responsibilities of a plan's fiduciaries (That may be you!).