Your Chief Retirement Officer (CRO)

We are dedicated to helping you build an effective retirement plan that meets the needs of both your organization and your employees. Our services can alleviate the unnecessary stress of managing the administrative duties of your retirement plan, while also educating your employees on maximizing the plan benefits so that they can have a Sustainable Retirement.

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What’s Your Why?

Financial Success Depends on You

All 401(k) plan administration and fiduciary responsibilities rest on your shoulders. It's virtually impossible for plan sponsors to keep up with constant regulatory changes and the ever-changing needs of plan participants, while at the same time focusing on their primary responsibility—their company. That creates potential risks:

Less productive employees

Exposure to liability

Low participation rates

High plan fees

Missed Tax Incentives

401k administrator with piles of paperwork

Retirement plan services

Build a Stronger Retirement Plan

You can meet the unique needs of both your company and employees with our custom 401(k) plan solutions. Plus, partnering with a 3(38) fiduciary adviser helps ensure your legal obligations are fulfilled. You can also help employees stay on track toward retirement with a library of educational resources and the support of dedicated financial advisers.

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Delegate duties of your 401(k) plan

Rest easy as we provide fiduciary investment management and required investment due diligence.

Control plan costs

We seek to find the most appropriately priced services and investments in order to build a plan that is the most cost-effective.

See employees succeed

Our continued education and financial adviser support services can help your employees effectively use your plan to create a sustainable retirement.

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Partnering with Advance Capital Management Retirement Plan Services

Connect with an Advance Capital Retirement Plan Services team member for an introductory conversation and to learn how we can help you.

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Get a Free 401(k) Plan Review and Proposal

We’ll deliver a free review of your current 401(k) plan and a custom plan proposal highlighting solutions to help improve financial outcomes.

Enjoy Ongoing Support

Your plan is just the start, as we provide continued plan sponsor resources and participant education to help you achieve your long-term goals.

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Our Team

Meet Dave Forshew, AIF®, PPC™

Director of Retirement Plan Services

Dan Amiot, CFP®, AIFA®

Financial Adviser

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By delegating duties to a Chief Retirement Officer, you can build the right retirement plan without the added headaches. As you focus on successfully growing your business, we'll take on the responsibility of 401(k) plan administration duties, including managing investments, coordinating third-party service providers and educating employees.

First, we will help you define the purpose of your plan and then create a solution that will help you deliver the outcomes you seek for your employees and your business.

Fill out the form below and we reach out to you right away to schedule a time for an initial consultation. We would love to learn more about you and your business and determine how we can help you deliver a retirement plan for your employees that best suits your needs.

Frequently asked questions

Partnering with Advance Capital Management Retirement Plan Services

Are you a fiduciary?

What is your fee?

What funds are in your plan?

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Better Plan Outcomes for You and Your Employees

Let us help you implement a 401(k) plan that suits your company's needs.

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