Retirement Plan Solutions

Innovative Corporate Retirement Plans that work for the Business Owner.

Chalk, Cullum & Associates serves as Plan Advisors for several Qualified Retirement Plans (such as 401(k) plans), bringing state-of-the-art design solutions to provide maximum benefits for business owners.

Most businesses pay too much for their company's retirement plan. Furthermore, ownership often assumes unnecessary liability put on them by 401(k) companies without their understanding. Because of weak plan design, business owners are unable to take full advantage of tax strategies they should be fully enjoying.

Our approach to Corporate Retirement Plans from the perspective of the business owner. By virtue of advantageous design strategies, we guide the business to amend their existing plan to better fit the needs of business owners. Often the plan revisions are simple and very cost efficient, yet provide tremendous benefits to ownership. Through the understanding of contemporary plan designs, IRS and DOL governance, and the unique goals of business owners, our firm will help owners maximize their tax efficiency and personal wealth.

Retirement Plan Services

  • Plan Advisory / Defined Contribution Plans
  • Plan Advisory / Defined Benefit Plans
  • Design Enhancements
  • Fiduciary Strategies
  • Improved Investment Accessibility
  • Top-Of-Peer Investment Monitoring
  • Plan Sponsor and Participant Education
  • Regular Review and Consultation
  • Cost / Efficiency Analysis


Observations and Updates from CCA

New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more


Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more


Market Update

As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more


Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TB... read more