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Corporate Retirement Plans

A Better Option for Retirement Plan Management

Whether you’re a small business owner wanting to start a retirement plan for yourself and your employees, or an HR director of a large company looking for better service on your existing plan, CCAM can help.

You don’t have to settle for the impersonal service of one of the large corporate retirement plan providers. With CCAM, you’ll get an exclusive level of service, personalized to the needs of you and your employees

And since we use Fidelity as our custodian, we’re able to offer a competitive suite of high quality investment options for your plan.

Personalized Service for You and Your Employees

When you hire CCAM to manage your 401(k), SEP IRA, Simple IRA, or other corporate retirement plan, you’ll receive all of the following benefits and more:

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Help design, implement, monitor and maintain the retirement plan

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Establish appropriate guidelines for the investments of the plan

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Help review and/or select a recordkeeper who maintains the retirement plan documents

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Help the plan sponsor reduce their Fiduciary responsibility

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Maintain compliance with ERISA including 404c requirements

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Offer conflict-free advice

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Monitor investment performance

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Perform ongoing due diligence on all investments/portfolio managers

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Effectively educate and communicate with participants

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As an ERISA Fiduciary, CCAM has the ability to provide customized individual participant advice