Retirement Plan Advisory

The Siekmann Company is a Registered Investment Advisor located in Central Ohio specializing in the management of Corporate Defined Contribution Plans. Our team of specialists is dedicated to working with your staff to manage the investment and fiduciary responsibilities associated with sponsoring a retirement plan for your employees.  We not only work to protect fiduciaries, but it is our mission to prepare participants to achieve a timely and substantial retirement. We will work with our clients that have specific needs to tailor portfolios to meet their investment parameters, time horizon, risk tolerance and return objectives.  The Siekmann Company operates in a fee only capacity in order to provide complete fee and expense transparency for both the client and participant. At The Siekmann Company, we are committed to providing our clients with a high level of customer satisfaction while operating in responsible and ethical manner.

Design and Implementation

Our vast experience in providing benefits for businesses in multiple work environments gives us the knowledge and understanding to create the perfect package for your business. It is our mission to design and implement a program specifically tailored to achieve your goals.

  • Plan Design Consulting
  • Profit Sharing Formula Evaluation
  • Quality and Efficiency Analysis

 

Fiduciary Services

Our advisory team not only works with Plan Sponsors to educate and mitigate fiduciary obligations, but clients can be comforted that our advisors also operate in a fiduciary capacity. We owe it to our clients to operate at the highest level of ethical standard and care.

  • 3(21) Fiduciary Protection
  • 3(38) Fiduciary Protection
  • Fiduciary Education

 

Employee Education

Employee education is a critical factor in helping participants achieve a healthy retirement. We make it a priority to help all of our participants understand and establish a saving and investing strategy to meet their goals.

  • Group Education Review
  • Individual Consultation and Strategy
  • Gap Analysis
  • Risk Analysis
  • Plan Evaluation

Our Providers