Corporate Retirement Plans

Garcia Wealth Management Group provides advisory consulting services to over 60 employer sponsored 401(k)s, 403(b)s and other retirement plans. We pride ourselves in offering extremely high service levels and expertise to our clients and their employees. Effectively working with employer sponsored retirement plans requires very specialized knowledge, and our firm’s advisors and staff remain dedicated to achieving and maintaining the highest levels of competency in the retirement plan industry.

Our comprehensive services include:

  • Co-fiduciary support to assist with the employer’s legal responsibilities
  • Ongoing plan compliance support
  • Assistance with investment lineup selection and monitoring
  • Ongoing scrutiny of vendor costs, including renegotiation of fees and new vendor searches and implementation
  • Group education meetings for employees
  • One-on-one consultations with employees
  • Independent, unbiased advice
  • No cost, no obligation consultations available to prospective clients