We can help start a plan or take over your existing plan

PLAN SPONSORS

COMMITTED TO YOUR PLAN’S SUCCESS

Whether you’re interested in starting a new “work place retirement plan” such as a 401(k) plan or transferring an existing one, Anchor Bay Capital, Inc. can help you through every step of the process.

The road to a successful retirement plan can be challenging. On top of regulatory issues and fiduciary responsibilities, massive amounts of plan administration paperwork can be time consuming, complex and fraught with mistakes, or errors that can lead to serious liability for your company.

Our employer sponsored retirement plan solutions can be tailored to meet your company’s specific needs. From plan design and implementation to driving participation and improving plan health and beyond, we are committed to your plan’s success and will provide the support needed every step of the way.

Our focus isn’t on selling you investments – it’s on helping you and your employees navigate the road to retirement success with unbiased and objective information to make knowledgeable financial choices. Our education program is designed to empower your employees to make informed decisions about their financial futures so they gain the confidence that they’re on the right path.

Our simple process starts with a complete review of your current plan, including an evaluation of your compliance risk and side-by-side investment and fee comparison.

Our investment platform gives you access to a universe of non-proprietary fund options, helping you to reduce the fiduciary risks associated with investment option selection and monitoring in your retirement plan. That means, that because we can act as an ERISA 3(38) Fiduciary, you can be certain that Anchor Bay Capital, Inc. is providing the objective information you need to meet your fiduciary responsibilities.