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Corporate Advantage
Retirement Solutions

Qualified Retirement Planning to Propel Your Team Forward

The Evensky & Katz / Foldes Advantage

Imagine an employer-sponsored retirement solution that is established with compliance in mind and empowers your team in securing their financial futures.


Beyond offering an extensive array of investment choices—ranging from low-cost index funds to target-date funds and professionally-managed portfolios—we are dedicated to equipping your plan’s participants with the knowledge and resources they need to make informed decisions to secure their financial future. Through our partnerships, we offer fiduciary support and compliance assistance to ensure your plan operates smoothly while meeting rigorous regulatory standards.

Corporate Advantage handles the intricacies of retirement solutions so you can focus on scaling your business. Our team guides you through setup and administration, freeing you from ongoing hassle and stress.

Ready to offload the weight of fiduciary responsibility?

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Our 4D process is designed to address every dimension of your retirement planning needs:

  1. Data Gather

    Conduct a thorough review of your current plan’s cost and design

  2. Discovery and Review

    Determine solutions that incorporate your current and future objectives

  3. Deliver Benefit

    Provide a DOL-compliant, customized solution that fosters employee success

  4. Dedicated Management

    Ongoing implementation and management, to ensure efficiency and compliance.

Our Approach

Most top 401(k) providers are dually registered, meaning they are licensed to sell products such as variable annuities, variable life insurance, and commissionable investments to your participants. Our firm is not dually registered—we are here to advise you, not sell products.

Our holistic and personalized approach to retirement plan management focuses on three key pillars:

1. Thoughtful Investment Advisory:

Our 3(38) investment manager service alleviates your fiduciary burden, reducing risk and streamlining your internal processes.

2. Robust Employee Education:

The Corporate Advantage education program drives employee engagement and maximizes the value of your retirement plan as a key employee benefit.

3. Fiduciary Support and Compliance:

We provide the regulatory guidance to navigate fiduciary responsibilities with confidence, ensuring your plan adheres to ERISA standards and stays aligned with industry best practices.

Want to learn more? Schedule a call with us.

Your Corporate Advantage Starts Here.

HELPING BUSINESS OWNERS

As a business owner, you juggle numerous responsibilities on top of managing employee benefits. The complexities of managing fiduciary duties, compliance requirements, and costs can disrupt your best work and become a barrier to offering your employees the best experience and service possible.

Cost Savings:

Do you know the real cost of your current retirement offering? Our transparent fee structure and cost analysis help you minimize expenses and maximize the value of your plan. Our team conducts a comprehensive review of your current program’s costs. The best part? We’ll do a cost comparison that highlights exactly how your
plan stacks up to industry benchmarks.


Reduced Liability:

Many business owners do not realize they are personally liable for decisions made regarding their company retirement plan. We identify potential liabilities and gaps in your current plan, offering tailored recommendations to mitigate risk and protect your business. Our detailed analysis includes a review of plan documents and adoption agreements to help you fulfill your fiduciary duty to your participants.


Enhanced Employee Satisfaction:

Our customized education program fosters a culture of financial wellness, boosting employee engagement
and loyalty. We provide robust employee education throughout the year, empowering employees to fully utilize one of the most important benefits your company provides.

Resources for business owners:

Does your company offer a retirement solution
that matches your growth ambitions?

Request a free benchmarking analysis to see how your plan measures up against industry standards.
Connect with an advisor.

HELPING YOUR PEOPLE

A company-sponsored retirement plan will empower your employees and help you retain top talent.

Comprehensive Online Resources

A dedicated portal offering a wealth of educational materials, including articles, videos, and interactive tools, to help employees understand their retirement plan options and financial planning basics.

Curated Quarterly Participant Resources

Regular updates and insights on market trends, retirement planning tips, and changes in regulations, keeping employees informed and engaged.

Investment Education Programs

Detailed explanations of the investment options available within the company retirement plan, including risk assessments and performance reviews, to help employees make informed decisions.

Interactive Financial Tools

Access to calculators, budget planners, and retirement planning software that allows employees to model different scenarios and understand the impact of their choices.

Participant Resources

Use these retirement resources to help navigate the ins and outs of your financial life.

Investing + Retirement + Financial Wellness
More resources for participants