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Our Unique 401K Retirement Plan Solution

Our mission is to create successful 401k retirement plan experiences for plan sponsors and their participants.  That’s why we created The Stonecreek Retirement Plan Solution.  It’s a comprehensive, evolutionary six step process that’s built around three principles.  Simplicity, Focus, and Balance.  Here are the six steps.

Six steps to building a stronger retirement plan for your company

Stage 1: The Retirement Plan Evaluator
Our easy-to-use tool provides you with an evaluation of your company’s retirement plan objectives and concerns and an analysis of other plan solutions.  We’ll also discuss and review funding strategies for fee administration.

Stage 2: The Portfolio MRI
The Portfolio MRA & Retirement Plan Optimizer are designed to analyze your current portfolio to identify specific deficiencies and potential opportunities for improvement by transitioning to a recommended portfolio.  The key areas of analysis include asset allocation, diversification, investment costs, portfolio risk and efficiency.

Stage 3: The Fiduciary Shield
Meeting your fiduciary responsibilities can be a complex process.  We create your Fiduciary Binder to have ready for a DoL audit, develop your Investment Policy Statement and establishing a 3(38) fiduciary to be responsible for selecting and monitoring investment managers.

Stage 4: The RFP Manager
We’re on your team.  We sit on your side of the negotiation table to walk you through the Request For Proposal (RFP) process, manage the flow of information, analyze and review proposal and guide you in making an informed and knowledgeable decision.

Stage 5: The Investor Coaching Series (ICS)
We manage every step of the transition from your current retirement program to your new program.  We enroll your employees and educate them on the benefits of their new program.  We’ll ensure their satisfaction through weekly financial newsletter, monthly investor coaching videos, quarterly, semi-annual and annual education and investor coaching seminars. Our goal is to help participants to be able to answer YES to all of the 20 must answer questions.

Stage 6: The Wealthcare Monitor
We’ll manage the health and welfare of your retirement program over its lifetime, advising you on regulatory changes, program enhancements and investment due diligence on a quarterly or semi-annual basis.

• Greater employee satisfaction and participation
• Delegated fiduciary plan requirements
• Reduced plan anxiety
• State-of-the-art processes
• Out-sourced HR functionality
• Educational and financial planning services provided by an independent, Registered Investment Advisor.

Stonecreek Wealth Advisors understands how important 401k plans for small businesses in Utah are. Our team will provide access to the best, budget-friendly funds tailored precisely to your business’s requirements. We have financial advisors who can help you create your ideal plan that fits your short and long-term goals. Whether you are an established company or just starting, we can help you set up a high-quality, cost-effective 401k plan that will help keep your employees happy and secure their retirement.

There are a lot of advantages to working with Stonecreek Wealth Advisors when it comes to creating your small business’s 401k retirement plan. We have experience working with companies like yours, and we can help you create a plan that fits your needs perfectly.

  • Plan for yourself and your employees-  We can help you keep everyone happy. We will customize your plan to fit your goals, giving you a solid foundation for the future.
  • Tax advantages-  No matter what stage your company is in, a 401k plan is one of the smartest financial moves you can make. Our experienced team of financial advisors will make sure you get the most out of your plan and save money.
  • Keep employees happy-  Your employees are an essential part of your company. That’s why we will help you create a 401k plan that caters to your needs that helps attract and retain talent.

It takes only a few minutes with one of our professionals to learn about the advantages of working with Stonecreek Wealth Advisors for your small business’s 401k retirement plan in Utah.  Our team has the experience and knowledge to guide you through the process.

Book a Free Consultation

To Begin The Proces Simply call or Click "Let's Begin"

Once you schedule your free initial consultation, we will send you a short First Appointment Questionnaire. The First Appointment Questionnaire gives us a brief overview of how you envision retirement, your current situation, and your investment experience. When we meet, we will clarify how you measure success and what’s most important to you about your money. It’s that simple!

Enjoy retirement as you’ve always envisioned

We’re here to help, no matter where you’re starting from!

Contact Us

© 2023 Stonecreek Wealth Advisors, Inc. A fiduciary, independent, fee-only, Registered Investment Advisor

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