Retirement Plan Sponsors
Supporting 401(k) Plan Sponsors and Their Teams
At Connecticut Wealth Management (CTWM), we work with business owners, CEOs, CFOs, and HR and finance professionals who sponsor 401(k) plans and are focused on meeting their fiduciary responsibilities, supporting plan governance and administrative oversight, while aligning retirement benefits with long-term goals.
Our clients seek a trusted advisor who provides fiduciary guidance, strategic insight, and practical support — helping plan sponsors confidently fulfill their responsibilities while maintaining decision-making authority and offering meaningful retirement benefits to their teams.
As a long-term partner, CTWM aligns plan design, governance, and participant engagement to reduce administrative burden and enhance the overall value of your retirement benefit.
Who We Serve
We specialize in supporting plan sponsors who:
- Sponsor 401(k) plans with $5 to $100 million in plan assets and seek experienced support
- Want to support plan governance and administrative oversight, helping maintain plans that are effectively managed and aligned with participant needs
- Seek a partner to streamline plan oversight and provide high-touch guidance
- Value confidence, clarity, and support in retirement plan management
Your Partner in 401(k) Plan Support
Organizational leaders choose to partner with CTWM because our financial advisors help them:
- Provide employee retirement benefits that add value to their teams
- Reduce fiduciary risk and maintain retirement plan compliance
- Maintain clarity and control over their 401(k) plans
- Focus on growing their business while knowing their plan is in good hands
With experience delivering 401(k) plan consulting, fiduciary oversight, and retirement plan education, CTWM gives plan sponsors the guidance and support needed to manage their plans confidently and effectively.