Cutter & Company is dedicated to supporting business owners and 401(k) plan sponsors in developing and managing compliant, responsible retirement plans.
As a business owner or retirement benefits administrator, you want to provide your executives with choice and transparency for your 401(k) offering. You want your plan to work. It should help your executives actually achieve their retirement goals.
Our Financial Advisors will guide you through the process of establishing an investment policy statement, constructing a viable plan, managing that plan and assisting plan participants in making sound investment decisions. We also provide assistance in choosing a third party administrator to be responsible for preparation of the trust document, filing the IRS 5500 tax returns, etc.