5771 South Fort Apache Road
The Group Association Retirement Program
Passing the Savings
Disclosure : Not all services provided by Caldera Wealth Management Group and are provided by third-party administration/TPA (+) and/or Recordkeeper (*).
Join a pre-negotiated group plan customized specifically for your organization.
Our group retire program offers benefits for employers and employees.
Our focus is to make the plan administration efficient. See the difference.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Disclosure: Plan fee information is obtained from service providers and provided as a general pricing proposal. Pricing may vary and is not guaranteed. Individual selection of investments fees will depend on investments selected, which range from as low as 2 basis point to average 0.21%. Illustration above does not include the no employer audit fee. Data may not be relied upon to satisfy any regulatory fee disclosure requirements. A detailed pricing proposal should be reviewed carefully prior to making final provider selections. Actual service provider and advisor/consultant fees will be subject to individual contractual terms.
Helping with the administration, compliance, and recordkeeping to make your job easy
Work with our 401(k) specialists to launch a custom plan in no time. Our program may completely integrate with your payroll software.
The advisors at Caldera Wealth Management Group are a 3(38) fiduciary and our partners may serve as a 3(16), an ASPPA Certified Recordkeeper and Plan Administrator.
Your Form 5500 is filed automatically, offer safe harbor plans, and perform ongoing nondiscrimination testing.
Investment monitoringLow cost investment fundsAutomatic re-balancing+ERISA 3(38) fiduciary
Integrated with top payroll software+*Profit sharing+Safe Harbor plans+Third party administrator+Employee education and notices*ERISA 3(16) fiduciary+
Nondiscrimination testing+Ongoing compliance test monitoring+Plan review consultationAutomated statements*Form 5500 prep and filing+
Caldera Wealth has been serving the community for the past 20 years. We provide access to a valuable offering for employers sponsoring a retirement plan. Many employers are seeking less administration work, greater efficiencies and reduction in liability. Caldera Wealth strives to do this and more. We work with some of the largest institutions, who will take on fiduciary status, including tracking employee eligibility, making contributions, processing distributions, completing all plan testing, annual reporting and annual IRS filings. The program also offers participant education and enrollment, financial wellness, investment monitoring for performance and fees.
Allowing individual companies to join into a Group Association Retirement Program provides the buying power of one large plan. It is your plan and designed your way.
Call us today for further details (702) 846-4015.