Broker Check

401(K)/Retirement Plans

We bring the experience to assist you and your employees

The advisors at Moraes & Cassidy Group have spent many years assisting businesses seeking to establish important retirement plan benefits for employees.

We know it can be a daunting task to determine the best investment options for your employer sponsored retirement plan. With access to comprehensive investment tools and objective research, we are able to examine a broad range of providers, providing you with detailed reporting and comparisons. In addition, we can assist you in developing an investment policy statement and provide fiduciary guidance to help you maintain compliance across your plans.

  • 401(k) and other qualified defined contribution plans
  • Non-qualified executive compensation plans
  • Investment policy statement development and reviews
  • 404c Compliance reviews
  • Employee Education