Qualified Retirement Plans
401(k) | Solo 401(k) | Profit Sharing | SEP IRA | SIMPLE IRA
Defined Benefit Plans
We partner with you to create value,
while helping to minimize risk and cost
We offer simple and cost effective solutions for employers looking to establish a qualified retirement plan that is professionally managed and advised. As your partner, our services are comprehensive and ongoing.
We help plan sponsors at every stage, including:
Investment monitoring and oversight
Annual IPS Review
Cost and Design Analysis
Sourcing 3(16) providers such as record keepers and third party administrators
Employee participant enrollment
Educational and wellness seminars for participants
3(38) Fiduciary Advisory Services
3(21) Fiduciary Advisory Services
Simplified 401(k) Services
We consult on a variety of retirement plans, including:
Cash Balance Plans
Profit Sharing Plans
The benefits of a 401(k), without the complications
As an independent firm, we are unaffiliated with any bank, brokerage house, insurance company, or other financial institution.
We are not compensated by commissions on investments we recommend, nor do we receive any revenue sharing distributions.
As fiduciaries, we work continually with our clients to manage fiduciary risk and deliver retirement savings plans that both efficient and effective.
When you partner with 5th Street Advisors, you gain an experienced advisory team, committed to helping you develop and maintain a solid strategy for your 401(k) plan.
Learn more about your company's 401(k) retirement plan options
Schedule a consultation today!
34 Fifth Street, Stamford, CT 06905
info5thstreetadvisors.com / Tel. 203-324-1212