Plan Sponsor

Our Team will limit Plan Sponsor’s Personal Risk in operating a plan and provide better outcomes for their Employees.

At Capital Analysts of New England our advisors are always able to be there for your plan sponsors and participants. As life changes so do everyone’s needs and goals. Our advisors will be there to give them the guidance and advice they may require. You will be helping your employees stay on track with their financial goals and retirement needs.

Working with your plan sponsors will lessen the feeling of potentially being overwhelmed when trying to manage their fiduciary obligations under the ERISA law. We can help your plan sponsor establish and manage an audit file while also educating them on their fiduciary responsibilities. Our advisors will help keep you informed on industry updates and changes and how they may impact your plan.

Plan advisors can use their resources to educate participants about the plan which improves overall plan health. They can also help protect plan sponsors and participants from unwanted fees. Here at Capital Analysts of New England our goal is to reduce the workload for plan sponsors and properly educated the participants in a plan so everyone benefits.

Retirement

Participants will have constant access to one-on-one coaching with our advisors here at Capital Analysts of New England. We can ensure they will have the proper guidance when deciding to start, rollover, or condense their 401k Plans. Our main goal is to make sure you and your participants achieve retirement security.

Financial Planning

All employees will have access to general financial planning with our advisors. These questions can range depending on the individual’s needs and goals. Our advisors will be able to provide the best professional advice they can give based off of each person’s wishes. Capital Analysts of New England is always available for your employees questions no matter when they arise.