Steele Street Capital Solutions is dedicated to providing comprehensive defined contribution retirement plan services to help plan sponsors offer its employees this extraordinary benefit, while meeting the challenges of an ever-evolving regulatory landscape. We actively engage with our clients to make sense of a sponsor’s fiduciary obligations and can assist in the compliance in all aspects of their plan’s operations alongside other plan fiduciaries.

We can act as a 3(21) non-discretionary advisor or a 3(38) discretionary advisor and offer a comprehensive menu of services to help with compliance, drive participation rates, increase deferrals, educate employees and generally strive to enhance the health of your company’s retirement plan.

We actively engage with our clients to ensure that the plan acts as a powerful benefit for the company, the owners and for employees. We pay particular attention to plan design and the plan’s overall cost structure, making sense of how design and fees can impact the power of the intended benefit. We also realize that the world of retirement plans and retirement plan analysis can be daunting. Therefore, we have a defined process that we follow to help our clients make sense of it all; peeling back all of the layers of the proverbial onion to help clients make informed decisions.

As it pertains to plan cost, we believe that retirement plans are generally more expensive than they need to be; eroding employee readiness for retirement. Therefore, we price our services very competitively helping to keep more money in the pockets of plan participants.