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:
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.
Many clients have found value in our unbiased fiduciary advice and currently we provide assistance in the following plan types:
Qualified Retirement Plans
Non Qualified Plans
Group Health and Non-Medical Benefits
Section 125 plans
We believe our clients uniquely benefit from our
Fiduciary Capital Advisory Principles,
setting us apart from many of our peers.
Thank you for contacting Curtis Hollowell. You will hear back within 24-48 hours.
How we can help
Advice & counsel
401k plan advisory
Adding to Your Financial Growth and Strength
401(k) & Group Benefits
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