Corporate Retirement Solutions

At CuraFin Advisors, We recognize that a well-designed and managed retirement plan is critical to the sustainability of your total benefits package and the financial wellbeing of your employees.

As ERISA specialists, we are versed in the complexities of successfully managing company-sponsored retirement plans. As your partner, we will navigate these complexities and challenges with you, your team, and your employees. Our service includes:

  • ERISA 3 (21) Co-Fiduciary, or 3(38) Full-Scope Fiduciary Discretionary Investment Manager
  • Managed Risk Investment Models
  • Provider Management
  • Plan Design
  • Participant Investment Advice
  • Participant Educational Series
  • Advanced Enrollment Tools

Complimentary Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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