Learn About Our Corporate 401k Services

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Understands Entrepreneurs Needs

Comprehensive Financial Planning

Fiduciary Best Practices

401k Services: Our Approach

When it comes to corporate retirement plans, McCulley Financial Group helps our clients understand their needs and supplies the services they require to help employees reach retirement goals.

Whether you offer your employees a defined benefit plan or a defined contribution plan, you enjoy an independent approach to analyzing your needs
and providing the plan, investment policies, and compliance practices needed to have a worry-free solution.

We leverage our broad range of expertise to design plans that are custom tailored to specific business objectives and meet ERISA fiduciary requirements.
McCulley knows a successful retirement plan is more than just the investments, but ensuring the plan sponsor has the plan design and due diligence processes in place to mitigate fiduciary risk and manage cost. Our qualified benefit services include:

  • Plan Evaluator

  • The Participant Evaluator

  • The Customizer

  • Program Targeting

  • The Education Phase

  • The Valuator

Participant Care & Education

Unique to McCulley Financial is the advisory support provided to your plan participants. We are committed to partnering with you to provide both a comprehensive retirement plan and individual planning assistance to help your employees build the bridge from career to retirement.

Plan Evaluator

We begin gathering plan-specific data with a view towards determining the objectives for your company’s Education Experience. We’ll look at the participation rate, deferral rate, investment choices and loan behavior among other factors

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Get Our Financial Services Client Roadmap

Download the Client Road Map™ PDF brochure below for a reference guide to our Financial Services.

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