Retirement plan management and advisory has been the backbone of our firm since its inception in 1997. Today we advise to more than 50 retirement plans, predominantly in the Pacific Northwest. Matisse Capital is a firm for plan sponsors seeking premier retirement plan management, fiduciary consulting, and participant service.
It’s our opinion that retirement plan management boils down to two things:
(1) Simplifying Plan Administration for Plan Sponsors
(2) Increasing Employee Participation and Contributions
You can have an extremely well-designed plan, but if employees don’t participate, the plan is not serving its purpose.
Contrarily you can have a plan where all your employees participate and max out their contributions each year, but if the plan has high fees or lacks a good investment menu, participant assets may not grow as well as they ought.
A successful retirement plan structure keeps both plan sponsors and participants in mind, and doesn’t sacrifice one for the other.
SERVING PLAN SPONSORS
TO HELP THEIR EMPLOYEES SAVE MORE
Easy to understand with top-rated service providers
Full-disclosure, transparent, low cost structures
One-on-one advisor access providing custom-tailored advice
Client focused, with 100% objectivity targets
Thorough and experienced fiduciary consulting to protect Trustees
Simplifying repeated tasks with advisors who enjoy educating plan sponsors and participants
OF A WELL GOVERNED PLAN
ROLES AND RESPONSIBILITIES
Online Account Access
Loans & Distributions
Custom Enrollment Materials
Annual Educational Meetings
Custom Plan Website
Individual Participant Services
Investment Policy Statement
Fund Selection & Monitoring
Annual Plan Review
SMALL-BUSINESS RETIREMENT PLANS
Choosing the right retirement plan for you and your employees
Here's a quick and easy guide to determining which is the best fit for your business and employees – it includes basic facts about different types of plans:
All investing is subject to risk, including the possible loss of the money you invest.
RETIREMENT PLAN SPONSOR FAQ
LIMITED PLAN REVIEWS
A complimentary service provided by Matisse Capital, to highlight a few critical financial and fiduciary considerations.
Providing an assessment of:
Investment options benchmarked against peer group
Plan expenses compared to national benchmarks
TO GET STARTED
Please provide us with as many of the following documents as possible:
Summary Plan Description
List of investment options (including ticker symbols) and market values as of last quarter-end
Most recent Participant Annual Fee Disclosure
Investment Policy Statement (if the plan has one)
Please provide us with answers to the following questions:
Do you have any concerns with your current plan or providers?
Does your advisor sign off in writing as Co-fiduciary in your plan contract?
What would you want to improve about the plan?
What type of employee education is being done to encourage Retirement Readiness?
When did you last benchmark or review the plan?
Submit via email to firstname.lastname@example.org
Any information you provide to our team will be held confidential and used for the sole purpose of providing you an accurate Limited Plan Review.
One of our retirement plan specialists will respond to your request promptly.