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  3. Antaeus Retirement Services

Antaeus Retirement Services

We have a practice group specializing in 401k plans, cash balance and defined benefit plans. Our clients receive advanced and sophisticated services for vendor search/review, fee negotiation, independent and objective investment oversight, as well as the “best practices” for participant 401k education.

With increasing regulatory burdens and growth of litigation cases involving breaches of fiduciary duty, it is more important than ever for plan sponsors to hire experts who can shield them from liability exposure and help manage a cost effective plan for employees and principals alike.

With over 25 years of experience in the retirement plan business. Here is a partial list of what we provide our clients: 

  • Guidance for mitigation of fiduciary liabilities and installation of prudent fiduciary processes
  • Act as a plan fiduciary along with the plan sponsor to share ERISA liability.
  • Guidance in structuring the optimal portfolio of investments  offered to participants
  • Benchmarking reports on plan costs and investments to assure competitiveness of fees and performance.
  • Plan design strategies to maximize contributions to principals, owners and key employees.
  • Full disclosure and transparency of fees. No hidden revenue sources.
  • Negotiating with vendors to obtain the most cost effective 401k plan expense structure possible
  • Access to the industry’s leading plan service providers.
  • Effective participant communication and education platform built upon industry best practices.

 

What We Do

  • Financial Planning
  • Wealth Management
  • Family Office
  • Ascend Millennial Program
  • Antaeus Retirement Services
  • Socially Responsible Investing

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Phone: (978) 264-9999
Fax: 978-264-1999

Email: scutler@antaeuswealth.com

80 Central Street, Suite 150, Boxborough, MA 01719

 

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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Antaeus Wealth is not affiliated with Cambridge Investment Research, Inc. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT and WA, WV. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Antaeus Wealth makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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