Employer Sponsored Plans - Austin

We help you design, implement and manage group plans and sponsored plans for employees – This can mean Tax advantages, and better benefits and employee retention

Group Retirement & Employer-Sponsored Plans

We help companies take care of their employees, using smart group retirement options. Whether a steward to only yourself or whether you are responsible for serving as a fiduciary to many, we’ve got you covered.

Group Plans and sponsored plans offer some of the best tax advantaged planning for business owners. They also help employees accomplish more. And when your employees are taken care of, they stay longer, and have better morale.

Our Financial Advisors help business owners and their businesses identify areas of opportunity, design and implement solutions to capitalize on those opportunities, and then monitor them. Our process focuses on compliance, administration, and education. We’re built to help you understand the planning needed to meet the needs of your employees and to plan for future wealth goals. We’ve built a Financial Consulting practice that is built to prioritize the needs of our clients.

We can help you implement the right Retirement Plans

Group sponsored retirement plans have the potential to provide great benefit to you and your employees. They can also be hard to navigate and that’s where advisors like us come into play.

You need someone that can help you build what’s best for you and your employees and then maintain and keep that retirement planning compliant.

We are fiduciaries. We have a prudent team of experts who subscribe to best practices 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.

What does that mean? We can help you save money, provide excellent benefits, and achieve goals for you and your employees.

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

Insurance products offer protection and can be beneficial to your employees and your company mutually. 

Your employees look to you to provide solutions that they may not otherwise have access to – group benefits can do that. 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

We are a business consultant – we offer strategic consulting that can help you financially, and from a planning perspective. 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 our Strategic Capital Network, we are able to provide solutions for almost all of your needs at both employer and employee levels. This can mean that you have access to better risk management, financial, and tax planning options.

  • Financial advising for you
  • Financial advising for your business
  • Holistic planning perspective
  • Improved efficiency and access to more insight
Excellent
Based on 89 reviews
Phoebe Whitted
Phoebe Whitted
2024-06-06
These guys have made our dreams come true. It’s so nice to work with such capable, caring and trustworthy folks. Would recommend you call them and get on track with your financial future plans.
Rachel Burrows
Rachel Burrows
2024-04-24
I cannot recommend Adam, Chris, and their team enough. As fiduciaries they are of invested in your future, but it is clear they truly care about you as an individual. My husband and I found them to be honest, patient, kind, low pressure, and offering sound financial advice and planning for asset growth and wealth management. We feel confident we are in excellent hands and feel secure in our future. Thank you, Strategic Capital!
Enrico Burrows
Enrico Burrows
2024-04-24
After speaking with Adam and Chris, both my wife and myself feel like we are working with the right financial advisors. They took their time reviewing all of our current assets and provided an excellent plan for the future for our family. Highly recommend.
Gino Valle
Gino Valle
2024-04-11
If I could give more stars, I would. Chris, Bobby, and Adam have truly exceeded my expectations. They bring a perfect blend of professionalism and personal touch to managing my finances, treating them as if they were their own.
Katie Miller
Katie Miller
2024-02-02
I’ve been working with Strategic Capital through my employer since 2016 solely for my retirement plan and they’re now my chosen route for personal finance as well. My advisor, Chris, is hands-on, always available, and incredibly knowledgable in this ever-changing market. I know that I’m in good hands and couldn’t recommend them more!
Kamile Ishiyama Dotson
Kamile Ishiyama Dotson
2024-02-02
My husband and I have been working with Strategic Capital since 2008 and have built a lot of trust. Chris has always provided excellent guidance to us, been extremely accessible, and gives us options that best suite our situations.
Lara Wilson
Lara Wilson
2023-11-13
Strategic capital was awesome to work with for some retirement savings advice and general financial advice I needed recently. I oftentimes get overwhelmed with financial conversations and Adam helped me get through some of the trickier or more confusing parts and I felt great afterwards and very comfortable with how to allocate my money. These guys are the real deal! Highly recommend.
Laura Saunders
Laura Saunders
2023-11-12
I have been working with Bobby and Chris for over 4 years. They have been absolutely fantastic in collaborating with our family to find a balance with our investments. I cannot recommend them enough if you are looking for a financial advisor who takes a personalized approach.
Cheri Witt
Cheri Witt
2023-11-06
Adam, Bobby and Chris go over and above to take care of their clients! To find financial advisors who actually listen to the needs of the clients is rare! I wouldn't trust anyone else with my investements!!
Kelly Erb
Kelly Erb
2023-10-26
Strategic Capital Partners has truly exceeded our expectations! We have been using them for over 4+ years, and they have provided invaluable financial insight and guidance to our Team. We highly recommend their service to anyone seeking financial expertise!

Meet your Team for Sponsored Plans in Austin

Adam D'Acierno

Adam D'Acierno

Founding Partner - Financial Advisor

adam@strat-capital.com

I specialize in helping businesses and business owners identify their needs, define success, and implement strategies to accomplish those goals.

Bobby Russell

Bobby Russell

Founding Partner - Financial Advisor

bobby@strat-capital.com

My comprehensive process embraces investments and insurance as an asset so that your whole financial life is magnified.

Chris Hernandez

Chris Hernandez

Founding Partner - Financial Advisor

chris@strat-capital.com

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.