401(k) Plans
Retirement Plans
The most valuable asset of your company is your employees. At Triune Capital, we have found that one of the most effective ways to reward their commitment is to help them plan for their personal goals, including retirement planning. Triune Capital offers businesses to maximize the performance of 401(k) plans and empower employees to make informed financial decisions.Focusing on the employee’s need to make informed decisions, we partner with Certified Public Accountants, ERISA Attorneys, and Certified Financial Planners to develop a 401(k) that is both cost effective and capitalizes on informed participation of employees.
Our Investment Management Process:
Retirement Plan Design – Triune Capital creates a customized plan designed to meet the needs of the owner and employees.
Fiduciary Reviews – To help you meet your fiduciary responsibility, under Employee Retirement Income Security Act of 1974 (ERISA), we help you evaluate and monitor your investment process
Meetings with Plan Trustees – Through semi-annual meetings, our advisors will lead retirement plan trustees through responsible plan management keeping them abreast of changes in ERISA law.
Participant Services:
Employee Education – We help employees gain a deeper understanding of retirement planning and asset allocation
Managing Risk – Based on a risk tolerance profile, we guide employees through the asset allocation process
Enrollment – Through a simple process, we help them appreciate and utilize your retirement plan benefits
