Retirement Plan Consultation

As a financial planning or wealth management client of Areté Wealth Strategists, we can help you choose, design and manage the right retirement plan for your business.

There is no ‘one size fits all’ retirement plan. We consider what fits given your entity type, the number of owners, the profitability of your business, the predictability of those profits, your savings potential, the number and age of your employees, as well as your financial goals.

In conjunction with our expert network we consult on:

  • 401(K)



  • Defined Benefit plans

  • Cash Balance

  • Defined Benefit / 401(K) hybrid plans

Company 401(K) Investment Management

We can provide participant education and assume 3(38) fiduciary investment management responsibilities for your company’s 401(K) plan. Custom designed and managed plans offer considerable tax-deferral and savings opportunities.