SERVICES

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

viewpoints

Observations and Updates from CCA
Aug
23

Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more

Jul
12

Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more

May
23

Market Update

As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more

Apr
2

Market Update

2018 is off to a very volatile start in the stock market. The S&P 500 hit an all-time high of 2,872 on January 26 of this year and today ... read more

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