Retirement Asset Management Program for your 401(k)
Who’s watching your nest egg?
A ‘set it and forget it’ asset management strategy may not be in your comfort zone. CTS Financial Group can help you manage the investments inside your company 401(k) plan with 401(k) monitoring.
Our RAMP program is specifically designed for clients who have assets concentrated in their employers’ retirement plans, such as a 401(k) or 403(b) plan. Though many companies offer such plans, few have the professional internal resources to effectively and efficiently provide investment advice on an ongoing basis.
Company 401(k) Monitoring
Here’s the bottom line. If you’re fortunate enough to have a company that offers you a retirement plan, you should be proactive enough to make sure the right people are keeping a watchful eye on the money.
That’s why we’re here. Not only does CTS RAMP help you with investment decisions, it also proactively monitors your company’s plan to see if any changes are needed when market conditions fluctuate.
We currently help clients manage their company retirement plans at Fidelity, Vanguard, TIAA CREF and many others.
