Expert Retirement Plan Solutions for Business Owners, CFOs, and HR Professionals

Are you looking to streamline your company's retirement plan? Beese Fulmer Private Wealth Management offers over 40+ years of rational, conflict-free investment expertise for your 401(k), Profit-Sharing, Cash Balance, and Pension Plan. Our data-driven approach delivers tailored solutions that align with your company's goals, simplifying retirement plan management through transparent decision-making.

Boutique Service, Institutional Expertise

As an ERISA 3(38) fiduciary, we take on the responsibility of managing your 401(k) plan's investments, allowing you to focus on running your business efficiently. Our boutique approach ensures:

  •  Direct access to senior investment managers
  •  Customized service experiences
  •  Peace of mind with your interests as our priority
  •  Financial wellness programs for employees

The Beese Fulmer Advantage in Retirement Plan Management

Unlike large institutions, we provide personalized, direct access to senior investment professionals. Our logical, tailored strategies align with your company's goals, workforce demographics, and risk tolerance.

Key Benefits of Our Retirement Plan Management Services

1. Fiduciary Risk Reduction for Business Owners: We assume legal responsibility for investment decisions, reducing your personal liability.

2. Optimized Plan Costs: Our fee benchmarking and negotiation services minimize costs and enhance financial oversight.

3. Enhanced Employee Engagement: Our rational, engaging education programs and responsive support help increase participation rates, easing the burden on your HR team.

A Rational, Transparent Process for Retirement Plan Management

As a 3(38) fiduciary, we manage investment selection and monitoring duties with a disciplined philosophy focused on risk-adjusted returns and strict ERISA compliance. Our curated options include:

  •  Custom Model Portfolios
  •  Collective Investment Trusts (CITs)
  •  Exchange Traded Funds (ETFs)
  •  Mutual Funds
  •  ESG Investment Options

Client Experience: Transparent, Methodical, Unemotional

Our rational investment strategies extend to participant engagement, offering:

  •  1-on-1 Participant Meetings
  •  Robust Local Communication
  •  Customized Analytics and Reporting