Retirement Plan Service

Do you need a 401(k) or a Simple IRA?  Should you have a SEP or a 403(b)?  What is a new comparability or Safe Harbor Plan?

Cahill Davis Group assists clients in the management of complex pension and profit sharing plans.  We utilize a select group of Investment Managers and Plan Administrators to help in the design, implementation and the ongoing service of your plan and your employees.

An initial consultation is free.  Our initial and ongoing services are;

*   Review current plan design, investments and communication

*   Recommend Plan Design changes and/or enhancements

*   Discuss Investment Mix

*   Create Plan Design to maximize contributions

*    Develop Investment Policy Statement or Plan Document

*   Semi-annual meetings with the Trustee to review investments across Peers and Benchmarks

*   Ongoing employee enrollment and informational meetings