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401(k) Plan Design and Management

Attract the best talent

Thinking about "greening" or "cleaning" your retirement plan?  Well, today's employees increasingly expect their plan to offer sustainable investment options. 

Indeed, your 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.   

Unlike most firms, our hands on approach to meeting with your employees kicks things off the right way, and means that your participation rate could be higher   Importantly, this often allows for higher participation by highly compensated individuals within your company.

Get our one-page report here:  The Impact(k) Plan 


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 to save for your retirement? 

   Are you offering retirement options that retain your best employees?  

Do you just want to know what your alternatives are?

We can help...

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 alternatives -- wrapped in a plan that fits your firm's identity. 

For a sole proprietor, it might be an Individual (k) plan.  For larger firms, defined contribution (401k), defined benefit (traditional pension) or profit sharing plans may make the most sense. 

Boardwalk Capital can handle any sized plan, and we can deliver a conventional program or one focused on 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:

  1. Competitive performance
  2. Fair costs
  3. Available counseling to your participants.

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.