For Businesses - Steele Capital Management

Company Sponsored Retirement Plans

As experts in company sponsored retirement plans, we can help you with every aspect of your company sponsored retirement plan. Our professional and credentialed experts have the knowledge and resources necessary to guide you through the complexities of the retirement plan industry.

Delegate Your Responsibility to Us

As a Registered Investment Advisor (RIA) we will agree in writing to act as an “investment manager” as defined by ERISA §3(38). As a result, you are able to delegate your responsibility for selecting and monitoring your plan’s menu of investment options to us. We construct an Investment Policy Statement which establishes guidelines and procedures to protect you against fiduciary liability.

Steele Managed Strategies

Since many retirement plan participants do not want to select and manage their own investments, we offer five managed strategies which range from Conservative to Aggressive.  These strategies are monitored, managed and rebalanced by our investment specialists. MORE>

Education & Communication

We believe you cannot have a successful retirement plan without strong employee education.  Our team is committed to providing your employees with the tools and education necessary to successfully prepare for retirement.  We encourage participants to become active learners, make reasonable investment decisions and increase their retirement savings. MORE>

Plan Design

Our retirement plan specialists have many years of experience designing and implementing company sponsored retirement plans. By carefully studying your particular situation, we can design a plan that best meets your goals and objectives.

Daily Recordkeeping & Administration

Administration is a critical part of ensuring your plan remains in compliance with Federal regulations. From preparing your plan documents to completing your Form 5500, we ensure your plan is operating according to all Internal Revenue Service and Department of Labor codes.

Strategic Alliance with Charles Schwab

With Schwab’s custody and trust services, you can be confident that your retirement plan assets are safeguarded by one of the most experienced financial leaders in the industry.

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CONTACT US

(800) 397-2097

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