The Retirement Plan Services team at ACG Wealth specializes in providing fiduciary and investment advisory services while at the same time ensuring employee retirement readiness. ACG Wealth has designed solutions that offer the greatest benefit from both an investment and tax perspective.  Our offerings include 401(k)/Profit Sharing Plans, Cash Balance Plans and Multiple Employer Plans.

Participant (employee) education:

  • Individual Investment Advice

  • Retirement Readiness Evaluation

  • One-on-One Investment Tutorials

  • Best Practices/Annual Review

Fiduciary management of plans:

  • 3(21) and 3(38) Fiduciary Services

  • Investment Policy Statement Management

  • Fiduciary Best Practices Training

  • Total Fee Analysis

  • Investment Committee Management