Retirement Plan Advisory
The AIF designation from the Center for Fiduciary Studies signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
Our Investment advisory team offers fee based investment advisory services for a variety of corporate qualified retirement plans. We specialize in designing and implementing profit sharing, 401(k), and Safe Harbor 401(k) plans for small and medium size businesses. We have licensed and state registered investment advisors on staff dedicated to monitoring and providing guidance on the investment lineups associated with each plan. It is our goal to create an investment menu that is not only compliant with ERISA and DOL guidelines, but one that is specifically tailored to the needs and specifications of you and your employees. It is our philosophy to utilize both passive and actively managed funds to enhance diversification and manage investment expenses. Each investment provided in our plans is run through a variety of qualitative and quantitative screens and evaluated using a scoring system to help retirement plan committees and plan sponsors easily manage their fiduciary responsibilities.
We not only work to protect and educate fiduciaries, but it is our mission to prepare participants to achieve a timely and substantial retirement. We have a passion for educating people and helping them achieve their goals. No matter the work environment, we have the tools to customize education programs to keep your staff engaged and satisfied.
The Siekmann Company operates in a fee only capacity in order to provide 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.
Our experienced team of specialists will work with you to design the right retirement plan for your business. We have experience in working with clients in a variety of industries and goals It is our mission to design and implement a program specifically tailored to achieve your goals.
Plan Design Consulting
Profit Sharing Design
Plan Bench Marking
Projections and Analysis
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
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