As a business owner, you have a responsibility to your team of employees to ensure they are adequately supported in retirement. Westgate Capital Consultants is an award-winning team of retirement plan professionals, ready to help your organization create an employer-sponsored retirement plan that is reliable and effective. We specialize in 401(k), 403(b), Profit Sharing, Cash Balance and more.
We adopt a personalized, hands-on approach, tailored to your company's unique needs and ambitions. The firms we work with can count on us to proactively and reliably implement the agreed upon strategies. We review participant investments in order to determine appropriate allocation and provide customized education. We monitor plan investments, regulatory and record keeper changes, and help you utilize the record keeper's website and other appropriate tools.
Offering ongoing and dedicated support.
Studies have shown that the majority of Americans are not taking the necessary steps to replace their income in retirement. We feel it is our responsibility to help educate participants. Likewise, many plan sponsors and trustees feel they lack the resources necessary to fulfill their duties.
This information was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.
Providing retirement planning education is one of our top priorities, but beyond the market, economy, and investments, we feel it is also important to share knowledge in other topics that may help you navigate through some of life's complex situations.
See the many educational webinar recordings and resources we have available as a resource for you. resources
Check out the 2023 Plan Comparison for a snapshot of different retirement plan types to see which one is the right fit for you.