401(k) Plan Consulting & Mgmt
Advocating for a successful retirement for every plan participant.
Managing a company retirement plan comes with added responsibilities—but you don’t have to handle them alone. We specialize in enhancing your retirement plan while managing the details, so you can focus on running your business.
Many existing plans have advisors who may not provide the attention they should, leaving both employers and employees uninformed. We’re here to change that. Through ongoing communication and education, we ensure that both you and your employees are fully supported. Our goal is to strengthen your plan—without increasing your costs.
Coaching
Personalized advice & coaching from a CFP® professional.
Communication
Multiple touchpoints of communication to the employer on how the plan is doing + any potential changes that need to be considered.
Investment Selection & Monitoring
The plan investment menu will be selected, monitored, & replaced (if needed) by a CFP® professional.
Education
Ongoing webinars covering a wide variety of financial planning topics for your plan participants.
Design
Your plan is designed & regularly reviewed to ensure that it is accomplishing all of your goals.
Accessibility
Employees will have access to tools & resources so that they can make educated decisions.
Our Process
Step 1: Discover
We look at the existing company retirement plan (or lack thereof) and use this data to provide you with a complimentary analysis on the how the plan looks today.
Step 2: Design
After reviewing the state of your current company retirement plan, we discuss any opportunities for improvement based on your goals as the plan sponsor.
Step 3: Deliver
We deliver a full proposal for your company retirement plan. Our goal is to provide you with more service for the same price that you are currently paying.
Chase Mason, CFP®
Chase has had a passion for working with corporate retirement plans since he became an advisor in 2016. He is a CERTIFIED FINANCIAL PLANNER™ and hopes to help employers improve their company retirement plans through education, constant communication, and personalized advice for the plan participants. Chase is from Huntington Beach, CA and loves surfing. More than anything he enjoys spending time with his wife Jessica and their two boys, Brody & Dean.
CFP ID - 335571
CRD - 7208376
Get in Touch
It doesn’t matter if you want to chat for 5 or 50 minutes, we want to hear from you! Feel free to call Chase’s cell phone or shoot him an email.
(714) 907-2804
chase@newcentury-capital.com