Retirement Plan Consulting Services

Naples Asset Management Company provides corporate retirement plan clients FLAT- FEE (no commission) consulting and fiduciary services.  

• 401(k)’s
• 403(b)’s;
• Profit-sharing;
• Defined benefit (pension);
• SEP’s, SAR SEP’s, KEOGH’s,  Self-employed 401(k)’s;
• SIMPLE IRA’s, SIMPLE 401(k)’s;
• Executive bonus arrangements;
• Deferred compensation plans, including 457 plans. 

Among the services we offer to our corporate plan clients:

• Plan analysis, design, and solution modeling;
• Conduct and present a comparative analysis of the services and fees of multiple service providers;
• Assist with the creation and ongoing implementation of an Investment Policy Statement for the Plan;
• Conduct a regular and ongoing analysis and evaluation of the Plan investments per the terms of the plan’s Investment Policy Statement;
• Propose the removal and replacement of investment alternatives as needed per the terms of the plan’s Investment Policy Statement;
• Serve as co-fiduciary with regard to ERISA requirements related to investment manager selection and monitoring; and
• Provide comprehensive education and consulting to participants.