Take the Guesswork Out of Your Company's Retirement Plan
Capstan Financial Consulting Group helps employers build and manage 401(k) plans — so your team retires well.
Why Work With Us
COMPREHENSIVE PLAN SUPPORT |
MULTIPLE |
FIDUCIARY |
LOCAL TEAM |
| PLAN ADMINISTRATION | PLAN TYPES SUPPORTED | 3(21) & 3(38) SERVICES | SARASOTA, FL BASED |
We work alongside you to provide:
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Customized Retirement Plan Strategies
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Retirement Plan Consulting and Participant Support
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Employee Education and Engagement
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Streamlined Reporting and Plan Review
Meet Your Retirement Plan Specialists
Hello There!
We believe retirement benefits don’t have to feel complicated or boring. Through education, guidance, and personalized support we help employers and employees feel more confident with their retirement plan – and who wouldn’t want that?
We’d love to meet with you - call or email us to schedule your visit
Is Your Retirement Plan Working as Hard as You Are?
If you can't answer these questions confidently, a plan review could help.
How often do you hear from your retirement plan advisor?
When was the last time you plan was reviewed including fees?
Do your employees fully understand and utilize their benefits?
Do you have a clearly defined fiduciary process?
If any of these gave you pause, let's talk.
Call us today at 941-256-9307 or email at [email protected]
Support for Employers and Participants
Inquires Handled By Capstan Financial
- Provide investment education for the benefit of employees
- Offer general financial information that does not include personal investment advice
Contact Us at 941-256-9307
Inquires Handled By Your Provider
- Check Account Balance
- Check Rate of Return
- View Statements
- Update/Change Beneficiary Information
- Handle Account Transactions
Contact your provider
*Please keep in mind that rolling over your qualified employer-sponsored retirement plan (QRP) assets to an IRA is just one option. Each option has advantages and disadvantages, and the one that is best depends on your individual circumstances. You should consider features such as investment options, fees, expenses, and services offered. Investing and maintaining assets in an IRA will generally involve higher costs than those associated with a QRP. We recommend you consult with your plan administrator before making any decisions regarding your retirement assets.