Services

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 monitoring
✅ Low cost investment funds
✅ Automatic 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 consultation
✅ Automated statements*
✅ Form 5500 prep and filing+