Retirement Preparation For All and Fiduciary Support for Employers
We know how important it is for everyone to prepare for retirement. That's why, at Custom Wealth Strategies, we're driven to serve as stewards of your company's retirement plan and help your employees achieve their retirement goals.
Our Depew-based retirement plan consulting team works with you to develop and implement a plan design geared to improve outcomes for plan and participant success. You can rely on us to:
- Design a retirement plan that aims to optimize tax benefits and improve overall plan health
- Help manage fiduciary risk
- Offer diverse investment options that fit your plan's objectives
- Tailor participant education and advice programs for your workforce
- Serve as a valuable resource for your benefits team and employees
What You Can Expect from Custom Wealth Strategies
A safety net. We provide comprehensive fiduciary support and plan governance to help ensure that you've fulfilled your fiduciary duties while helping protect you and your company from unnecessary risk.
A focus on retirement readiness. Our innovative RetireReady education program, tailored to your workforce, can help boost enrollment and contributions, helping ensure that employees have confidence in their ability to retire.
Simplicity. We serve as your primary point of contact and coordinate activities between you and your plan vendor(s). This seamless integration provides you with improved time management, allowing you to focus on what matters most.
A Local Team Service Model
We strive to make available investment analysis and monitoring to fit your plan's objectives and create plan design strategies to help optimize tax benefits and improve overall plan health. Our customized reporting measures plan effectiveness and illustrates periodic comparative fee and services benchmarking.
We welcome the opportunity to learn about your plan and your needs and to discuss how we can put our team and expertise to work for you.