Olson Wealth Group provides retirement plan consulting services that specifically address the needs of all employees and the high standards of fiduciary liability. The hallmark of our work is strong knowledge and implementation of a fiduciary due diligence process, personal service, enhanced education for employees, and solid investment management. Olson Wealth Group provides independent and objective advice as a 3(21) fiduciary for investment recommendations, acting solely in the best interests of the plan and its participants.
Olson Wealth Group offers support to assist you in coordination and management of these primary elements of your plan:
- Investment Platform Selection and Quarterly Monitoring
- Administrative Collaboration to Benchmark Plan Fees, Services and Features
- Investment Education Suitable for your Organization and Employee Demographic
We provide advisory services for a variety of retirement plans, including
- 401(k) Plans
- Safe Harbor and SIMPLE 401(k) Plans
- Profit Sharing Plans, including Age-Weighted and New Comparability
- SAR-SEP Plans
- Defined Benefit Plans
- Cash Balance Plans
