BUSINESS RETIREMENT PLANS & ADVISORS
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Our Turnkey Retirement Process

At CWA, our turnkey process for working with plan sponsors enables us to design tailored retirement plans benefiting both the company and its employees.

  • Ways to attract and retain top employees
  • Plan design assistance with ERISA support
  • Fiduciary support
  • Improved outcomes for participants
  • Fair and reasonable fees
  • Expertise in workplace qualified plan design and management
  • A powerful, retirement-focused practice with 150+ collective years of experience
  • Ability to act as the plan fiduciary, 3(38) or co-fiduciary, 3(21)
  • Customized enrollment, participant education and advisor services

 


Employer-Sponsored Retirement Plans Serve Two Important Goals:

  • Attracting and retaining top talent
  • Providing employees an opportunity to help them save for a timely and dignified retirement

 

 

Our Investment Consulting Services Include:

  • Co-Fiduciary

  • ERISA 3(21) Investment Advisory Services

  • ERISA 3(38) Investment Management Services

  • Investment Policy Statement

  • Asset Allocation and Diversification RecommendationsSpecific Investment Recommendations

  • Ongoing Monitoring

  • Quarterly Reporting

  • Annual Fiduciary Review Package

  • Regular In-Person Meetings

  • Processing of Benefit Payments


Tailored for You 

CWA’s Plan Advisors offer a full range of 401k and other employer retirement plan and wealth management services enabling them to tailor a plan designed to meet the goals and objectives most important to your business.  As your 401k Plan Advisor, we will help you meet your fiduciary responsibility.

 

 

Plan Sponsor Impact Points

Investment Options

I will guide my clients from the creation of the Investment Policy Statement through the implementation of investment options.

Plan Optimization

Plans can be built to retain key employees, target increased participation, and encourage greater deferrals.  As I learn about the goals for your plan, I will create the plan best suited to yours and your employees’ needs.

Education/Advice

I will ensure that your employees are engaged and aware of plan benefits by educating them on risk tolerance, savings strategies, and plan rules and regulations.

 

Who is Conte Wealth Advisors?

Conte Wealth Advisors is an independent, full service financial service’s firm that provides retirement planning, comprehensive financial planning, insurance and wealth management solutions.

With over 150 years of collective experience, CWA is proud to be a third generation firm servicing our clients, their children and grandchildren.


Independence

Each of our licensed professional advisors remains entirely independent and unaffiliated with any particular investment or insurance company.

We have the freedom to present specific strategies, regardless of the company developing the product or investment.

Integrity

We uphold an honest, fair and ethical culture.  Every one of our financial advisors practices fiduciary responsibility, with many of us holding the Certified Financial Planner TM certification.

This means that we are bound by the CFP® Board’s ethical standards to always act in the best interest of our clients.

Commitment

No two clients are alike.  No two financial strategies should be either.  Our commitment is to work with you to determine your current situation, what you may need in the future, and what you must do to reach your goals.

Respect

We strive to treat everyone we work with the way they want to be treated, through reliability, compassion and understanding.  We also feel strongly about giving back to the community through our involvement with a wide variety of local charitable organizations.