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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 solution.


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 experts, 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.


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

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

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 optimal 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.

Clarity for Plan Sponsors and
education for Participants.

We can assist with both.  Call (253) 759-0100