WHAT WE DO

Company Sponsored Retirement Plans

In today’s competitive job market, it’s increasingly difficult to attract, retain, and motivate high-quality personnel, especially with the competition offering high salaries and enhanced benefits to lure away your valuable employees. Now your company can gain a competitive advantage by offering a cutting-edge retirement plan benefits package that helps you and your employees with their retirement planning and asset management needs.

Are you looking for a retirement plan provider who will offer you fiduciary liability management, actively monitored and benchmarked investment options, superior employer/employee service, and a company sponsored retirement plan design that benefits employees of all income levels?

Davidson Capital Management is dedicated to our plan sponsors and plan participants to help them maximize their retirement plan. We have uncovered a true need for a comprehensive retirement plan manager that not only manages the retirement savings needs of employees but a one who assists a plan sponsor navigate through their fiduciary liability. We understand that one size plan does not fit all and with more than 25 years of combined retirement plan management experience, we can develop a retirement plan that best suits your needs as a plan sponsor.

Fiduciary Services:

  • Customized 401(k) plan design including utilization of ERISA council
  • 3(38) discretionary investment fiduciary
  • 3(21) investment co-fiduciary
  • 3(16) administrative fiduciary network
  • Customized Compliance Binder
  • Investment Benchmarking
  • Fee Benchmarking
  • Education Policy Statement
  • Industry-specific plan benchmarking
  • In-person Education Meetings

Qualified Plans Available:

  • Cash Balance Pension Plan
  • 401(k)
  • Profit Sharing Plan
  • 457 Governmental Plan
  • 403(b) / 501(c)3 Plan
  • Defined Benefit Plan

Let's Talk

Contact Davidson Capital Management for a free consultation, to schedule a portfolio review, ask a question or speak to a friendly member of the team. We are open Monday-Friday from 8:30 am to 4:30 pm.