401(k) Plan & Benefits
At Strategic Wealth Partners, all aspects of your financial well-being are integrated into one comprehensive plan. Through our collaborative process, we’ll provide you with solutions that address your key financial challenges.
The Strategic Advantage
As a Registered Investment Advisor, we are held to a fiduciary standard – meaning that we are required to always act in your best interests. As an independent, fee-based firm, we have no hidden agenda and our advice is unbiased and conflict-free.
Diverse and cost-efficient portfolio
One important fiduciary duty for an employer to is offer the employees a diverse range of investment options. Our expert team, including a Certified Financial Analyst, will design a well-rounded list of investments, while analyzing the expenses of those investments.
Our team, as a fiduciary, is focused on being a proactive investment advisor for your retirement plan. That means will be bring ideas to you.
At Strategic Wealth Partners, we take our fiduciary duty seriously. By understanding and overseeing the employer’s standards of conduct under law, we reduce your liability as a plan administrator. Our team will guide and assist you in designing and implementing a retirement plan that best meets the needs of your employees.
To see where you stand financially, take a few minutes to try our free Wealthalyze tool. It’s a great way to get an understanding of your current situation and start the discussion of the steps you need to take to ensure you and your family are set up for the future.