Maximize
Performance

Your corporate retirement plan can achieve peak performance
with experienced guidance, structured administration,
and dedicated support.

 

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What We Do

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    • Plan Governance Policy
    • Fiduciary Review
    • Documentation of Prudent Process
    • Plan Design

    We assist retirement plan sponsors in identifying and addressing potential personal and corporate financial liability
     

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    • Education Policy Statement
    • Enrollment Services
    • Participant Education Seminars
    • One-on-One Consultation
    • Education Campaign Material

    We influence the lives of plan participants by promoting prominent plan features and investment understanding, and by driving focus to retirement readiness and income replacement.

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    • Investment Policy Statement
    • CapSouth Investment Due Diligence
    • CapSouth Investment Analysis Report
    • Asset Allocation Models

    We serve as an ERISA Section 3(21) Fiduciary for all investment consultation to the retirement plan and its participants.
     

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    • Total Expense Review & Benchmark Report
    • Investment Expense and Revenue Review
    • Provider Comparison
    • Request for Information (RFI)
    • Request for Proposals (RFP)

    We guide plan sponsors in establishing the fees of the plan as reasonable, benchmarking them against industry standards.
     

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Independent & Objective Consultation

401k Consulting

As an independent fiduciary consultant, CapSouth 401k is uniquely positioned to provide objective guidance to retirement plan sponsors.  Fiduciaries of retirement plans are required to make decisions in the best interest of the participants and their beneficiaries.  The standard to which plan sponsors are held is that of an expert; plan sponsors are becoming more uncomfortable being held to this high standard by themselves. CapSouth 401k provides services designed to assist corporate retirement plan managers in understanding and administering their fiduciary duties. We can customize our services to meet your needs.
More About Us

401k and retirement plan consulting

Our Approach

Our primary objective is to serve the interest of the plan and its participants.  Learn more about our core values to investing.

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