We help your employees make 401(k)savings and investment decisions

Participant Education   |   Investment Selection   |   Plan Benchmarking
Book a Discovery Meeting

Business owners have a fiduciary responsibility to act in the sole interest of their employees

Are you fulfilling your 401(k) responsibilities?

  • Carrying out your duties with skill, prudence, and diligence
  • Following the plan documents
  • Diversifying plan investments
  • Paying only reasonable expenses for administering the plan and investing its assets
  • Avoiding conflicts of interest

Our experienced team will guide you and your employees.

We'll ensure your company 401(k) plan is properly serviced, aiming to reduce risk for your employees if markets are volatile.

We provide 401(k) guidance, so you can feel confident your employees are getting the right advice

Services Beyond Investing

At the core of our service model is the understanding that employees need help. The 401(k) plan is a powerful benefit that requires an employee to make saving and investing decisions, in most cases, with limited guidance. We are here to help.

01

Participant
Education

01

Participant
Education

View Details
Click Here

02

Investment Selection
& Monitoring

02

Investment Selection
& Monitoring

View Details
Click Here

03

Plan
Benchmarking

03

Plan
Benchmarking

View Details
Click Here

05

Participant
Enrollment

05

Participant
Enrollment

View Details
Click Here

06

Participant
Education

06

Participant
Education

View Details
Click Here

07

Benchmarking
Services

07

Benchmarking
Services

View Details
Click Here

08

Assistance Identifying Plan Fees

08

Assistance Identifying Plan Fees

View Details
Click Here

Capital Planning has served clients for over 25 years.

Check the background of investment professionals associated with this site on FINRA’s Brokercheck.

How it works

You deserve an experienced team to help you manage your retirement plan

01

Discover

We’ll meet with you to determine if our service model is a good fit to improve the awareness and usage of your 401(k) plan.

02

Plan

We’ll identify potential gaps in your plan by measuring key data points. The focus will be on cost, participation, education and investment options.

03

Implement

We’ll document and deliver an action plan, with an emphasis on lowering costs while improving the service quality for all employees.

We Live to Serve

Investment Planning

Investment Planning

Your qualified partners in all things financial

Family Matters

Family Matters

Education Funding   I   Elderly Care   I   Estate Taxes

Retirement Planning

Retirement Planning

Your partners in all things financial

Company 401(k) Plans

Company 401(k) Plans

Participant Education   |   Investment Selection   |   Plan Benchmarking

Insurance Planning

Insurance Planning

Protect your family when it matters most

Tax Planning

Tax Planning

It's not what you earn, it's what you keep

Don't see the service you are looking for?

Contact us today and we'll be happy to guide you.

How are we different?

Download our free guide.

10 Steps To Ensure Financial Security in Retirement

Planning for an unpredictable future can feel overwhelming, with so many decisions to make it can be hard to know if you’re going to have enough money to support yourself through retirement.

In this guide, experts from the Capital Planning Team have simplified the 10 steps you can take, so that you can live a life without worry, safe in the knowledge that your financial future is secure.