401K and Retirement 

Thoughtful implementation, HIGHEST FIDUCIARY STANDARDS

We apply a time-tested service model customized to meet a client’s specific needs. This approach allows our clients to focus on managing other human resources functions secure in the knowledge that the 401(k) tasks have been handled with diligence and expertise. Additionally, because we are fiduciaries, we take our oversight very seriously.

We bring objectivity, transparency, and rigorous review to retirement plans, allowing you the freedom to attend to other human resources tasks.

How do I make sense of retirement plan investments and track their progress while communicating with participants?

Is the plan getting the best possible performance at the best possible price from its investments and service providers?

Who is legally responsible for the oversight of this plan?

We begin by understanding, reviewing, and supplementing the governance structure. This may involve:

Creating an investment policy

Offering guidelines on how to structure a committee

Creating a fiduciary checklist

CASE STUDY

Full-service approach creates seamless 401K oversight

 

With a structure in place, Clearstead’s team analyzes the plan’s line-up and investment options.  We provide ongoing monitoring and recommendations of the investments. We also monitor target date funds,  oversee stable value funds, and the managed account service.

 

401k & Retirement Solutions at your fingertips

CLICK THE BUTTON BELOW TO REQUEST AN INVITE FOR A CONSULTATION

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US