Why Cappuccino Financial Retirement Solutions?
We are a retirement plan services firm using our retirement planning experience and technology to assist with real problems for small and mid-sized businesses. We help businesses manage the complex challenges posed by employer-sponsored retirement plans. We can help make the process easier and support your employees in pursuing their retirement goals.
We focus on companies within the real estate sector with 1-15mm in assets. Most importantly, we seek to work with companies who generally care about providing a worthy retirement benefit and helping employees save toward their futures.
As a fiduciary advisor, we always have your best interests in mind. We work with you to find the right record keepers and investments, provide plan design assistance, assist/share in ERISA compliance and fiduciary responsibilities and drive participant success with onboarding new employees, on-going education and employee engagement strategies.
While most retirement plan representatives may seem the same. We do things differently. We take the time to know and understand your business and then help you construct a retirement plan specific to your business model to address your needs. We care about your plan participants and believe all employees should have access to tools, resources, and guidance they need in order to utilize the benefit as intended. We understand the challenges businesses face with fiduciary responsibility and we are driven to help employers understand and manage their retirement plan duties.