Qualified Retirement Plans

Custom designed 401(k), profit sharing, and pension plans for your business.

Over the years we noticed a trend that businesses were getting a subpar 401(k) product. No transparency, high fees, and poor investment choices. We believe that plan sponsors should receive the same fiduciary services on their 401(k) that we provide to individuals.

SCM can help design, implement, and maintain your business’s qualified retirement plan. No commissions or hidden fees. Fiduciary advice. Custom design to meet the owner’s goals. We do all the heavy lifting so you can concentrate on running your business.

• No Commissions or Hidden Fees
• Safe Harbor 401(k)’s
• Profit Sharing Plans
• Cash Balance Plans
• 3(38) Fiduciary Services
• Onsite education meetings with advisor
• Investment monitoring and reporting for management
• Low fee institutional investment options (DFA and Vanguard)