401(k) Plan Design and Management
Attract the best talent
Your 401k plan is just one more tool to attract the best talent.
We can help... with a plan that fits your corporate values, and those of your team, while delivering competitive performance at an economical cost.
Our hands on approach begins with us meeting with your employees.
Kicking things off the right way, with personalized counseling, means that your participation rate could be higher.
Importantly, this can enable larger contributions by highly compensated individuals within your company.
Take full advantage of the tax code
If you are an entrepreneur, your first business priority is profitability.
But are you taking advantage of a tax code that encourages you and your employees save for retirement?
We will show you a range of alternatives and all of the available tax incentives.
Bring it all together
Boardwalk works with the nation's largest plan administrators and fund managers to provide you with competitive, cost effective and solidly performing investment investment vehicles -- wrapped in a plan that fits your firm's identity and objectives.
For a sole proprietor, it might be an Individual (k) plan.
For larger firms, you might need:
Defined Contribution (401k)
Defined Benefit (traditional pension)
Profit Sharing or Cash Balance plans
Boardwalk Capital can handle any sized plan, and we can deliver a conventional program or one that incorporates sustainable and socially-responsible investment vehicles, or any combination thereof.
In all cases, we remove the fiduciary burden from your firm by helping you satisfy your regulatory requirements. Put simply, our job it to deliver for you and your employees:
- Competitive performance
- Fair costs
- Counseling to participants, as needed
Contact us to learn how we can help you create a retirement plan that your employees will actually use, and that is consistent with your corporate values.