How we help businesses like yours manage successful retirement plans.
Retirement Plan Services
Retirement Plan Management that delivers results.
At Southern Wealth Builders, we help businesses like yours navigate the intricate world of employer-sponsored retirement plans.
Our specialized expertise empowers you to offer retirement benefits that both attract top talent and support your employees' financial futures.
We know how important these plans are for your business and your team. That's why we're in your corner every step of the way.
We're always ready to support you.
With Southern Wealth Builders as your retirement plan management partner, you can confidently manage your fiduciary duties, knowing that you have a dedicated expert focused on optimizing your company's retirement plan.
Ongoing plan management helps you stay on top of critical plan details, make adjustments as needed, and attract and retain top employees with competitive retirement options.
What our clients can expect from us.
Smart planning for successful retirement outcomes.
We tailor our strategies to your company's unique needs and goals. With meticulous attention to detail, we work towards a well-managed plan designed to create positive retirement trajectories for your employees.
Navigating regulatory changes with ease.
The retirement plan landscape is ever-evolving. We stay abreast of legislation and regulations, proactively guiding you to ensure your plan remains compliant while operating smoothly and efficiently.
Investment strategies built for long-term success.
By diversifying your plan's investments, we aim to optimize potential returns while mitigating risk. You and your employees can feel secure knowing the plan is built on a solid investment foundation.
Our Services
How we design a better retirement future for your team.
Investment Oversight and Recommendations
We offer expert investment analysis and recommendations, ensuring your plan consistently delivers value and performance for your employees.
Participant Education
We offer tailored educational resources to help your employees understand their benefits and make informed retirement planning decisions.
Investment Policy Statement Creation
We provide guidance for selecting and monitoring plan investments, aligning them with your plan's overall objectives
Fee Analysis
We help you keep costs down with comprehensive fee analysis, ensuring your plan participants are getting the most out of your contributions.
Vendor Searches & Analysis
We find and compare different service providers, helping you identify the best fit for your plan's unique needs.
Pricing
Transparent pricing for clear expectations.
Fee-only retirement plan management.
At Southern Wealth Builders, we pride ourselves on clear and straightforward pricing.
We work with you to determine fair and competitive fees for managing your employer-sponsored retirement plan. Our focus is on adding value that exceeds the cost.
To learn how we can help manage your company's retirement plan and what your pricing might look like, schedule your complimentary consultation today.
Let's build a roadmap for your successful retirement plan.
Step 1:
Complimentary Retirement Plan Consultation
Book your free session to discuss your company's retirement plan goals, concerns, and current challenges. We'll gain a clear understanding of your vision for your employees' financial futures.
Step 2:
Customized Plan Analysis & Recommendations
We'll carefully analyze your existing plan (or design a new one), recommending adjustments to optimize its performance. Our focus is on aligning your company's plan with regulatory standards, best practices, and your employee demographics.
Step 3:
Implement & Manage for Success
Once you approve our recommendations, we'll assist with implementation and take over ongoing plan management. You'll gain peace of mind knowing your plan is in expert hands.
Questions & Answers
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We specialize in assisting companies with various retirement plans, including 401(k), 403(b), SIMPLE IRAs, SEP IRAs, and defined benefit plans.
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We alleviate the administrative burden for you as a plan sponsor by offering expert plan management. We help navigate the complexities of regulations (like ERISA), ensure your plan remains competitive, and provide ongoing investment oversight. This frees your time to focus on your core business.
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Absolutely! We'll guide you through plan options, analyze your employee demographics, and help determine the plan that aligns best with your objectives and budget.
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Yes! We believe financial literacy is crucial for retirement success. We can provide educational workshops and materials to help your employees understand their benefits, make informed investing decisions, and maximize their retirement plan's potential.
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We believe in transparent pricing. Our pricing structure can be based on a flat fee, a percentage of plan assets, or an hourly rate, depending on your company's specific needs. We'll discuss all options in detail during your complimentary consultation.
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As a fee-only, independent RIA, we act solely in your best interests. Our compensation is not tied to the sale of financial products, ensuring unbiased recommendations tailored to your company's objectives.
Starting today couldn’t be simpler.
And all it takes is one phone call to find out how we can help you…
✓ manage your finances,
✓ build a plan for greater wealth, and
✓ reduce your financial stress.