Company Retirement Plans: 401k Plans and More


For small business owners and executives of up and coming companies: Sizemore Capital Management serves as an investment advisor to company 401(k) plans, deferred compensation plans, SIMPLE IRAs and other company-sponsored retirement accounts.

We serve in the role of plan fiduciary, choosing the investments you make available to your employees, building model allocations and offering financial planning and advice to plan participants. We use TD Ameritrade and other reputable custodians for custody of assets.

Starting a 401(k) plan can be overwhelming, but it doesn’t have to be. We make the setup and administration as simple and painless as possible. For more information, please contact our office.

Note: If you own your own business or work as a 1099 contractor, we have options for you as well. In addition to offering standard Individual 401(k) plans and SEP IRAs, we also offer traditional pension plans (known as cash balance pension plans). For more information, please see “Beyond the 401(K): Retirement Savings for the Rich.”

Photo credit: 401(K) 2012