CTMA Wealth Management has built a 401(k) product to address the needs of the business marketplace. We work with your business to understand your unique needs. Our low cost model with flexible best in class investment choices provide answers to your 401(k) needs.
- Smart: Our value ratio – combining both return and cost – helps find the best investment choices. Ongoing monitoring to ensure continued suitability.
- Simple: Online tools to assist with all of your needs. Employers and employees have simplicity of use without giving up return or paying high fees.
- Solutions: Individual choice – self-directed – allocation models – target date funds. Enrollment meetings to help assist employees with the process.