Retirement Plans

Peak Wealth Advisors can assist plan sponsors to customize an investment plan, implement an appropriate investment platform, provide a well-documented process of monitoring ongoing investment performance, and educate employees with financial planning needs. We act as a fiduciary to plan sponsors helping them to meet the requirements under 404(c) as defined under the Pension Protection Act of 2006 and ERISA.  We also can be appointed a 3(38) Investment Manager for plans transferring risk for the selection and monitoring of investments away from the plan sponsor.   

We are not affiliated with any plan providers, allowing us to offer objective advice on which programs are best for our clients.

Corporate retirement plans include:

• 401(k)
• Profit Sharing Plans
• Cash Balance Pension Plans
• Multiple Employer Plans (MEPs)
• Employee Stock Ownership Plans (ESOP)
• Defined  Benefit  Pension Plans
• Non-Qualified Plan Services

Individual retirement plans include:

• Traditional IRA
• Roth IRA
• SEP IRA

For additional information about our retirement plan services and for a comprehensive source of retirement plan resources visit www.Peak401k.com.