Employer Sponsored Plans - Austin
We help you design, implement and manage group plans and sponsored plans for employees.
Group Retirement & Employer-Sponsored Plans
Whether a steward to only yourself or whether you are responsible for serving as a fiduciary to many, we’ve got you covered. Some of the most tax advantageous options available to efficiently plan and also protect involved parties come in the form of employer sponsored plans. Our Financial Advisors help business owners and their businesses identify areas of opportunity, design and implement solutions to capitalize on those areas, and then monitor. Our process focuses on compliance, administration, and education of the planning needed to meet the needs of our clients.
Retirement Plans
Group sponsored retirement plans have the potential to provide great benefit to you and your employees but can also open the door for unwanted liability. The Employee Benefits Security Administration stresses to hiring a prudent fiduciary. We are your team! Not only are we fiduciaries in all aspects of our planning, we have a prudent team of experts who subscribe to best practice and case precedence to help design, implement, administer and monitor company sponsored retirement plans for you and your business. We specialize in providing education to plan sponsors to create the most efficient plans possible and ensure your participants are utilizing the plan according to your objectives.
Plans:
- Financial Wellness
- SEP IRA
- 401(k)/Profit Share
- 403b/457b
- Money Purchase
- Cash Balance
- Defined Benefit
- Fully Insured
- Executive Bonus
- Deferred Comp
Services:
- Plan Sponsor Education and ERISA Compliance
- Plan Design
- Plan Benchmarking and Service Provider Oversight
- 3(21)/3(38) Investment Management
- Participant Education
Risk and Insurance
Whether you are a business owner or the responsible party in charge of your company’s benefits, your employees look to you to provide solutions that they may not otherwise have access to. A wide array of planning and options exist for you as a company administering an employer sponsored benefit. These strategies can not only help protect your employees but also create certain tax advantages for your business.
- Health Insurance Design and Education
- Supplemental Insurance
- Vision, Dental, Critical Illness Hospital
- Life Insurance
Business Consulting
As a business you have the power to provide for your people. Whether evaluating tools to catalyze success or implementing solutions to stay current with government regulation, our team of consultants and partners are able to bring strategies to your business to keep you in compliance and operating at the highest levels of efficiency. Using your Strategic Capital Network, we are able to provide solutions for almost all of your needs at both employer and employee levels.
- Financial advising for you
- Financial advising for your business
Meet your Team for Sponsored Plans in Austin
Adam D'Acierno
Founding Partner - Financial Advisor
I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.
Bobby Russell
Founding Partner - Financial Advisor
My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.
Chris Hernandez
Founding Partner - Financial Advisor
I believe this combination of independence and teamwork is the best way to serve clients. It lets me provide you with the highest quality financial planning services, built for life long relationships with you.
Sponsored Plans in Austin - We are the Team!
Chris Hernandez, Bobby Russell, Adam D’Acierno and the team at Strategic Capital are well known for Employer Sponsored Plans in Austin. We have a significant background in benefits, retirement, financial oversight, and as fiduciaries it’s our responsibility to ensure you get what you need, not just some product that might be available. Our model prioritizes the right advice, and avoids unnecessary learning curves – we have done this before for a wide range of businesses. You are not alone in navigating the often complex world of sponsored plans in Austin – reach out, we can help.