Retirement Plan Consulting

Free up your time and gain peace of mind knowing your retirement plan has appropriate oversight.

Providing a retirement plan can be a challenge to your company, but a successful retirement plan is a great asset for you and your business. A successful retirement plan is compliant, cost-effective and reinforces your commitment to your employees.

From design to administration, CapSouth helps make your corporate retirement plan a successful asset to your business.

Your CapSouth advisory team can assist you with the following:

Overall plan design
Fiduciary-level investment monitoring
Participant education program
Plan provider service and fees review
Preparation of agendas and minutes for plan review meetings
Coordination of efforts between all service providers
Mitigating fiduciary liability

CapSouth Offers Two Retirement Plan Solutions
Which Best Suits Your Business?

Traditional 401(k) Plan

YouThrive PEP 401(k) Plan

Both solutions are participant focused and provide businesses the opportunity to offer a competitive benefit designed to help attract and retain the best talent. For more information on the PEP and to see if it’s the right solution for you, click the following to learn more:

CapSouth’s YouThrive PEP 401(k) Plan

We’re in this with you.

As an ERISA fiduciary, we share in the legal responsibilities of managing your plan. We take this role seriously and work diligently to ensure success as well as help you meet your fiduciary obligations. We will proactively schedule meetings, assist you with agendas and meeting minutes, as well as conduct training sessions for other plan fiduciaries.

We’ll take care of your largest asset
… your employees.

Most employees don’t understand how much they need for retirement. As a result, they aren’t saving properly. With our extensive experience, we know how to help employees be better prepared for retirement. We treat your employees like the asset they are and work diligently to educate them on the benefits of the retirement plan and how to leverage it for their own retirement success.