401(k) Services St. Louis, MO

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401(k) Services St. Louis, MO. Companies all over the St. Louis area, as well as across America, are recognizing the value a strong 401(k) plan has when recruiting and retaining top staff. Employees want to know that the company they work for 40 or more hours a week looks after them both now and in the future, while employers know that a happy worker is a more productive one and one more likely to stay with the company. However, when it comes to managing your company's retirement plan or selecting a new one, you want to partner with a proven retirement planning service manager who specializes in retirement plans, offers tailored service and additional benefits, and is devoted to becoming a trusted partner in your firm's financial future.

At Correct Capital, we are not just another generalist financial advisor or brokerage firm. We are dedicated Retirement Plan Consultants in St. Louis, MO who have supported retirement plan sponsors in mitigating risk while maximizing reward for more than 25 years. We provide independent, objective advice and investment consulting to our St. Louis employer-sponsored retirement plan clients that are designed to earn your trust. Call us today at 877-930-4015 or contact us online to learn more about our St. Louis, MO Retirement Plan Service Model or speak with a Correct Capital retirement planning advisor today.

2023 Annual 401(k) Participant Survey Results | St. Louis Financial Advisors | Retirement Counselors | 401(k) Services Near Me
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Complete Retirement Plan Services

The St. Louis, MO retirement plan consultants at Correct Capital currently serve almost 40 retirement plan clients, representing in excess of $200 million in plan assets and thousands of plan participants across the United States. Our average plan client has worked with us for more than 10 years (for plans 2019 and prior), and chooses Correct Capital for their 401(k) plan management because we offer the service, knowledge, and skills needed to help you and your employees make informed decisions. Our aim is to navigate you through the fiduciary world, protect your assets, and enable plan participants and managers both to make the most of their valuable time.

We offer the following services for retirement plan sponsors:

  • 3(21) investment advisory or 3(38) investment manager services
  • Investment Policy Statement template
  • Plan design help
  • Fee benchmarking
  • Vendor monitoring
  • Annual plan review

In addition, plan participants also receive these services:

  • Financial planning as an employee benefit
  • One-on-one meetings with employees
  • Group education for all employees
  • Employer benefit review
  • Estate and insurance planning
  • Holistic planning with a fiduciary advisor

Our Process for 401(k) Sponsor Clients

We understand that selecting a firm to manage your company 401(k) is a big decision, and you want to make it carefully. That means you want to know what to expect and what working with a proven retirement plan consultant in St. Louis, MO is like before you make any moves. We'd love to talk and tell you more about what it's like to work with us. For now, you can familiarize yourself with the four simple steps any new or prospective client goes through when they choose Correct Capital.

Click on the graphic below to learn more, and then get the process started today by reaching out to our team now.

Correct Capital process for business clients

Our Retirement Plan Service Model

Correct Capital's method of servicing retirement plans has been trusted by plan sponsors for decades. It is designed to improve both plan outcomes and client experiences through:

  1. Fiduciary Management
  2. Investment Review/Reporting
  3. Participant Communication and Education
  4. Plan Design Analysis
  5. Plan Benchmarking
  6. Service Provider Review and Consultation

Put Correct Capital's Retirement Plan Experts To Work For You

When considering your financial well-being, think of it like you would your own personal health. For instance, if your foot is giving you problems, you would not want to go to your personal doctor or one who focuses on cardiac health: rather, you would visit a podiatrist, someone who specializes in foot injuries. In a similar vein, when your financial focus is based around planning for retirement and the future, you should partner with a financial advisor that is focused on improving outcomes in retirement, rather than just any stockbroker. Our St. Louis, MO retirement planning consultants are prepared to offer our 401(k) planning services to your business.

Correct Capital has helped retirement plan sponsors improve their benefits and add value to their 401(k) offerings for more than 25 years and is ready to work with you to strengthen your retirement plan. Learn more about our St. Louis, MO retirement plan consulting services today by calling 877-930-4015 or contacting us online to get more information, including our exclusive guide to retirement plan contributions.

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