Company Retirement Plans
Triangle Wealth Management will work with business owners to understand their group retirement plan needs, then design and implement an efficient plan. We do not receive mutual fund 12b-1 fees or commissions. We are focused on delivering plans that:
- Offer legal mechanisms to skew larger portions of profit share contributions to desired individuals (owners or others)
- Offer a wide exposure to many asset classes and/or sectors
- Have funds with low costs and favorable track records.
In providing group retirement plans, Triangle Wealth Management will operate as a fiduciary and assume the greatest extent of ERISA liability possible. This reduces ERISA liability to the business owners.
NAPFA
