Pension Consulting

Employees count on their employers to provide them with the very best retirement plans. Employers count on Shear Capital Group, through its relationships in the retirement plan business, to assist in providing a rewarding retirement plan experience for their employees— and themselves.

 

Plans are designed to help maintain qualified status and address your company's plans' goals. We assist in employee education of plan highlights, and their understanding of the investment options.

 

When appropriate, potential third-party fiduciary options utilizing 3(21) and 3(38) services will be discussed. These services offered through strategic partners enable employers to benefit from unbiased, professionally-developed fund menus, and ongoing fund monitoring. We will honor our commitment to providing you, the client, the service experience you deserve.

The following are plans that we provide assistance with:

  • 401(k)
  • Defined Benefit
  • Profit Sharing
  • Simple IRA
  • SEPP
  • 403(b)
  • 457(b)&(f) 
  • Non-Qualified Deferred Compensation