401k & Retirement Plan Services

“Investing in the most valuable assets: your people. We’re committed to demystifying retirement solutions, provide clear, impactful guidance tailored to your business needs and people.”

– CATHERINE MULCAHY, CFP®

Ditch the Jargon, Build Confidence: Your Guide to Retirement Plans

Feeling lost in the world of retirement plans? You’re not alone. It can be overwhelming to have tons of technical terms and confusing options. At Alexandria Capital, we get it. Our retirement plan advisors are here to help you navigate the process with confidence and create a plan that works for your business and your employees.

Here’s why you can trust Alexandria Capital to be your retirement plan partner:

Speak your language.
We explain everything simply to help you gain clarity

Decades of experience.
Our team has 20+ years of experience guiding companies through retirement plans.

Work together.
We understand your goals and design a plan that reflects your values.

Results matter.
We create compliant, effective plans that attract top talent.

401k Plan Design

Streamline 401(k) setup and management: We handle the heavy lifting, allowing you to focus on running your business.
Unlock tax advantages: Your company and your employees benefit from a range of tax breaks that incentivize saving for retirement.
Boost employee retention: A competitive and well-designed 401(k) plan is a valuable employee benefit that can help you attract and retain top talent.
Attract top talent: Offering a robust 401(k) plan demonstrates your commitment to your employees’ long-term financial well-being.
Curated investment options: Our Think Brilliant Platform™ connects you with a team of investment, tax and financial planning professionals who will tailor investment options to your company’s size and your employees’ specific financial goals.

Cash Balance Plans: A Powerful Addition

Balancing Employee Benefits with Tax Efficiency

Enhance your benefits package: Cash balance plans offer employees higher contribution limits compared to traditional 401(k)s, allowing them to save more for retirement.
Potential tax savings: Both employers and employees may benefit from tax advantages associated with cash balance plans.
Holistic retirement strategy: We can seamlessly integrate a cash balance plan with your existing 401(k) to create a comprehensive retirement savings solution for your employees.

3(38) Fiduciary Services

Dedicated Investment Management to Mitigate Your Risks

Shift the weight and mitigate risk: Our 3(38) fiduciary services take the burden of investment decisions off your shoulders.
Compliance assurance: Our team of investment, tax and financial planning professionals help ensure your plan adheres to all regulatory requirements.
Investment optimization: We focus on making investment decisions that align with your plan’s goals and optimize outcomes for your employees.
Focus on your core business: With our fiduciary services, you can focus on running your business with confidence, knowing your retirement plan is in capable hands.

Deferred Compensation Strategies

Retain your key talent: Strategic deferred compensation plans can be a powerful tool for attracting and retaining top executives.
Tax implications and benefits: We’ll guide you through the tax implications of deferred compensation plans for both your company and your executives.
Aligned with strategic objectives: We’ll design a deferred compensation plan that aligns with your company’s strategic goals and your executives’ needs.

Investing in Your Team’s Financial Literacy

An informed and engaged workforce is a winning workforce. That’s why we offer educational resources and workshops to help empower your employees to make sound financial decisions and take ownership of their retirement savings.

Helping Your Business Look Forward

Our team stays on top of industry trends, keeping you informed about the latest innovations, like technology-driven plan management solutions and plans designed for today’s diverse workforce. We’ll help you adapt and thrive in this ever-changing landscape, so your retirement benefits remain competitive and attractive to top talent.

Building a Well-Rounded Program

We go beyond the traditional retirement plan offerings to help you create a compelling employee benefit program:

Employee Financial Wellness Programs: We design and implement custom programs to address your employees’ specific needs and concerns. Topics like budgeting, debt management, and retirement planning can help your employees achieve financial security.
Custom Communication Strategies: Effective communication is key to employee engagement. We’ll work with you to develop clear and concise communication materials that explain your retirement plan benefits in a way that empowers your employees to make informed decisions.
Ongoing Plan Review and Analysis: The world of retirement planning is constantly evolving. We’ll conduct regular reviews of your plan to help ensure it remains compliant, competitive, and aligned with your company’s goals and your employees’ needs.

Let’s Plan

Talk to us today about building wealth on your terms.

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