Retirement Plan Services
+ What We Do
Three Oaks Capital works with retirement plan sponsors to build a streamlined and cost effective plan customized for your organization's needs. We help your organization make good decisions, avoid making bad decisions, and help you ensure your plan operates smoothly. Our services can include:
- Assuming responsibility as a fiduciary under section 3(21) or 3(38) of ERISA
- Plan design
- Construction and implementation of investment policy statements
- Selection, monitoring, and replacement of investment options
- Participant education
- Participant guidance and advice
- Plan benchmarking
+ Who We Work With
We work with employer sponsored retirement plans of many kinds:
- Profit Sharing
- Money Purchase
- Defined Benefit
+ How Much It Costs
Fees range from 0.15% to 1% of plan assets per year, depending on the scope and complexity of services provided.
+ Minimum Asset Levels
There is no minimum asset level for retirement plan services, although there may be a minimum fee depending on the size and scope of work.
+ Next Steps
If you feel like your organization might be a good fit for our retirement plan services, sign up below to for a no obligation, 30-minute introductory conversation.