Retirement Plan Services

Retirement Plan
Services

Designing a Competitive Plan

We assist companies and trustees of retirement plans in selecting and monitoring investments, educating plan participants, and helping trustees comply with their fiduciary duties. We hold fast to professional practice standards of care as required by ERISA in advising on existing retirement plans or in the creation of new retirement plans.

Scott Keller, CFA

“Retirement plans don’t renew every year. Therefore, you need to make an effort to monitor the plan on a regular basis or it may become stale and uncompetitive in short order.”

Ben Crowe, CFP®, C.P.A., CFA

“A well-designed 401(k) plan can improve employee morale, reduce turnover and build a loyal workforce.”

Wes Hackney, CFP®

“A 401(k) plan is one of the best tools employees have for building wealth.”

Charlie Holloway, CFP®, CDFA™

“Companies that don’t offer attractive benefits are going to have a hard time retaining good employees.”

Some Frequently Asked
Questions

Are you a Fiduciary?

Marietta Wealth can serve as an ERISA 3(21) or 3(38) fiduciary.

Do you regularly meet with Trustees/Investment Committee?

Yes, we can structure a meeting with the investment committee to provide regular feedback on investment performance and plan design. These meetings help the plan trustees comply with their fiduciary duties.

Will you advise participants directly?

We can provide employee education in a group setting and offer advice directly to individual participants.

Do you only work with one record keeper?

No, we are independent and can work with numerous record keepers. We are not bound to a specific firm.

Will you do a cost review of our current plan?

Yes, we can do a benchmarking study to provide a detailed analysis of the current plan’s design and costs.

How do I pay for your services?

The company sponsoring the retirement plan can pay Marietta Wealth directly or have our fee paid from plan assets.