Corporate Retirement Plans

Independent Capital Management works with a wide variety of employers and business owners, working to evaluate and improve their retirement programs as well as establish new plans.

We believe that the key to maintaining a successful retirement plan rests in the ultimate satisfaction of the plan participants.

We strive to provide them with every available resource to define objectives, determine risk tolerance, develop allocations and accomplish their retirement savings goals.

We work closely with our corporate and small business clients and their employees to design retirement plans that will reduce overall plan costs, provide a wide array of quality investment options, and reduce fiduciary liability. 

Our 401(k) plan services include:

  *  Plan Design Consulting
  *  Investment Selection
  *  Provider Searches
  *  Annual Evaluations
  *  Fee Negotiation
  *  Plan Implementation
  *  Investment Policy Statements
  *  Employee Education Programs
  *  Roth 401(k) Education