401(k) & Group Benefits

TEL 949.478.3512

​Many clients have found value in our unbiased fiduciary advice and currently we provide assistance in the following plan types: 

Qualified Retirement Plans
  • 401(k)
  • 403(b)
  • Profit sharing
  • ESOP
  • Defined benefit
  • SEP

Non Qualified Plans
  • Deferred compensation
  • Executive bonus
  • Group carve-out

Group Health and Non-Medical Benefits
  • Medical insurance
  • Section 125 plans
  • Group Life/Disability
  • Group Vision/Dental​

We believe our clients uniquely benefit from our Fiduciary Capital Advisory Principles, setting us apart from many of our peers.

Adding to Your Financial Growth and Strength

Assisting clients in plan design, investment due diligence, employee education, plan benchmarking, and fiduciary compliance.

We provide consultation and advice, as a 3(21) fiduciary advisor, to business owners and private equity operators in plan creation, merging, and termination. 

Our advisory services include:
  • Improving governance
  • Increasing fiduciary oversight
  • Ability to act as 3(21) Fiduciary
  • Ongoing plan provider assessment
  • Asset allocation formulation and ongoing oversight
  • Recommending fund alternatives/index solutions
  • Pursuing lower costs

​Are you interested or have questions? If so, please call Curtis E. Hollowell at (949) 230-2396 or complete contact request form below.