The complexity of the retirement plan market continues to build as regulations increase. Whether it is the definition of the word “fiduciary” or the selection of the plan’s qualified default investment alternative (QDIA), one can quickly become overwhelmed. Our strategy at Capital Investment Services is to serve both the plan sponsor as well as the participants through effective communication with a three-pronged approach:

    1. Plan structure and design
    2. Investment strategy
    3. Education services

Each company we service is unique. We strive to create a holistic approach that is simple, yet effective that could encompass the following services that we provide:

  • Fiduciary Support
  • Employee Education
  • Investment Search & Evaluation
  • Plan Structure & Design
  • QDIA Evaluation
  • Investment Monitoring
  • Fee Benchmarking
  • Plan Communication
  • Conversion and Transition Management
  • Investment Policy Statement (IPS) Development & Monitoring
  • Quarterly Fund Performance
  • Evaluating & Selecting Service Providers

We strive to build and foster long-term relationships with your company and its employees. Our goal is to keep things simple and professional in order to deliver a solid benefit for years to come.

Are you thinking of starting a new retirement plan or have an existing plan you would like evaluated?

Contact us today and we’ll help you analyze your existing plan or create a new one for your most valuable resource – your employees.

Contact Allina Bell at our office and find out how Capital Investment Services can build the most beneficial retirement plan for your company.