We Focus On Retirement Plan Outcomes
At The August Wealth Management Group, we help you navigate the fiduciary landscape by delivering customized retirement plan solutions to help meet your organizations unique objectives.
• Defined Benefit Plans
• Non-Qualified Deferred Compensation Plans
• Cash Balance Plans
Our Retirement Plan Solutions help corporations effectively manage their retirement plans and maximize the benefits to their employees. When you work with us, we assist you in improving the: Retirement readiness of your employees, Management of your fiduciary risk, responsibilities and overall satisfaction with your retirement plan.
Workplace Wealth Enhancements
Workplace Wealth Enhancements is a corporate financial wellness program aiming to improve employees’ financial lives. Financial Stress Among Employees is a Key Contributor to Reduced Productivity, Lower Effectiveness and Higher Attrition Results in a Potential Loss in Revenue for their organization. Workplace Wealth Enhancements has become a service solving issues employers weren’t aware existed.
OUR EXPERIENCE AND GUIDANCE
Our tailored solutions empower organizations to make informed decisions about their retirement plan and benefits for employees
OUR HOLISTIC APPROACH
Plan Management And Risk Mitigation
- Impartial Advocate
- Development of Fiduciary Best Practices
- Strategic Plan Design
- Regulatory Updates
- Develop Investment Policy
- Due Diligence Infrastructure
- Investment Monitoring & Reporting
- Investment Advice
Expense and Service Provider Oversight
- Impartial Plan Benchmarking
- Fee Negotiations
- Liaison & Issue Resolution
- Provider Search & Selection
- Oversight & Delivery of Employee Education Plan
- Enhancing Participant Outcomes
- Customized Model Portfolios
- Retirement Plan Services, including Defined Contribution, Defined Benefits and Non-qualified Deferred Compensation Plans
- Global Stock Plan Services
- Cash Investment Solutions
- Financial Planning
- Financial Education
- Wealth and Investment Management
- Cash Management, Lending Products and Services
- Trust and Estate Planning Strategies or Analysis
- Access to Tax Preparation and Planning Services
Employee Financial Wellness (EFW)
A corporate financial wellness program aiming to improve employees’ financial lives. Financial stress among employees is a key contributor to reduced productivity, lower effectiveness and higher attrition results in a potential loss in revenue for their organization. Employee Financial Wellness has become a service solving issues employers weren’t aware existed.
A comprehensive financial wellness program, customized to help address the priorities of employees and serves as an extension of your Human Resources department.
Personalized financial advice from our firm, which has experience working with employees and providing access to financial plan capabilities.
Employee Stock Purchase Plans (ESPP)
A stock plan that companies offer their employees encouraging employee ownership. Whether the plan is Qualified, Contributory or Non-Contributory, we help Corporate Executives make informed decisions on employer stock options, restricted stock and other executive benefits.
Let's Grow Together
The August Wealth Management Group Is A Fee-Only Financial Services Firm, Offering Asset Management, Financial Planning, Corporate Retirement Services and More, To Individuals, Families And Corporations.