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RETIREMENT PLANS

Navigating together to simplify the complex


Helping Plan Sponsors and Participants navigate the challenges of Group Retirement Plans.  Westgate Capital Consultants understands that there is not a one-size fits all strategy.

Retirement Plan Consulting

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.

Our Process

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.

Plan Sponsor Services

Plan Sponsor Services

Offering ongoing and dedicated support.

  • 3(21) Investment Fiduciary Services
  • 3(38) Fiduciary Services
  • Investment Policy Statement Review
  • Fund Menu Design
  • Continuous Monitoring for Investment and Manager Changes
  • Vendor Benchmarking
  • Investment Reporting
  • Fee Disclosure
  • Recommendations for Mapping Strategies
Participant Services

Participant Services

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.

  • Retirement and Planning Education
  • Enrollment Assistance
  • Retirement Income Analysis
  • Plan Distribution Assistance
  • Group Education Meetings
  • One-On-One Personalized Meetings
  • Ongoing Educational Communication and Newsletters

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.

EDUCATIONAL RESOURCES

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.

Clarity for Plan Sponsors and
education for Participants.

We can assist with both. 

Call (253) 759-0100