Institutional Retirement Plan Services
Nollenberger Capital Partners provides consulting and advisory services to Plan Sponsors of corporate retirement programs. As an objective group, not aligned with any product or vendor, we offer our clients an impartial, unbiased view of their plans.
Our unique, personal approach involves a careful analysis of existing programs, development of goals, unbiased and expert investment assistance, guidance on fiduciary obligations and 404(c) requirements, and ongoing review and monitoring of the plan and its investments.
GOAL — Nollenberger Capital Partners’ goal is to assist the Plan Sponsor in creating competitive, cost-effective 401(k) plans and retirement programs while providing guidance and focus on fiduciary obligations.
PHILOSOPHY — We believe that 401(k) plans and retirement programs are dynamic, evolving components of an employer’s benefits offering. As such, these programs require attention and adjustments year round.
FOCUS — We work with clients whose companies are well known in their industries including: law, technology, real estate and construction, financial services, manufacturing, and professional services.
CLIENT SATISFACTION — Over the past 17 years of working with Plan Sponsors, we have found that by limiting the number of clients we serve, we can provide superior attention and time to each organization. As a result, our clients have been with us for nearly nine years on average and will willingly provide references on our behalf.
Learn more about our consulting and advisory services by reviewing our Retirement Plan Services, Objectives, and Experience.
“Our clients entrust us with their retirement programs because we provide unparalleled industry expertise, choice, flexibility, and unbiased guidance.”
Alex Hargrave
EVP & Partner