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Employee Benefit & Retirement Plans

At One Strategic Capital, Inc., we have built relationships over decades upon the belief long-term success requires constant monitoring and attention. We have developed prudent practices and processes to assist and alleviate the increasing burdens on plan stewards and fiduciaries. Our experienced team will come alongside you in keeping you up to date with the ever-changing and complex retirement plan options available to business owners and their employees. We provide services to 401(k) Plans, Profit Sharing Plans, 403(b) and 457 Plans for nonprofit and governmental organizations, Non-Qualified Deferred Compensation, Defined Benefit and Cash Balance Plans, and Employee Stock Ownership Plans (ESOP).

EDUCATION & FINANCIAL WELLNESS

Our role is to educate and assist both plan stewards, as well as employees, on a host of issues and planning concerns that make a significant impact on your day-to-day stress. Running a business or a family is a full-time job, let us help to alleviate the process and provide cutting edge planning techniques and products.

“The habit of saving is itself an education; if fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.” – T.T. Munger

ONE-ON-ONE

For many employees, access to professional planning and resources is cost-prohibitive. We understand this need and meet one-on-one with employees to educate and help plan for their future, so they can focus on what is important to them. With the new regulations being roled out by the Department of Labor, it is going to be even more challenging to get expert advice in areas that will equip and prepare for our post-working years.

CREATIVE CUSTOMIZATION

Whether your objective is to retain key employees, provide for your own retirement or simply to create efficiencies in your overall long-term planning, we work with a host of professionals daily to find the appropriate solution. Once the solution is created, we then make sure that it is organized, formalized, implemented, and monitored. Business decisions are not just made once and a successful business must continue to evolve and change to compete. Being an independent boutique financial services firm, we are not beholden to a box of tools. We can create and customize a solution that fits you.

ADVICE

Our team undergoes continuous professional development including specialized certifications to specifically deal with issues around education and management of plan assets. Since Dale Dir began in 1967, we have seen what works and what doesn't. We bring that advice to you so you can make educated decisions to fulfill your duties as a fiduciary and provide solutions that help share that duty so you can spend time running your business.

PLAN AUDIT & REVIEW

Take this opportunity to reach out and see how our expertise and proven processes can provide meaningful results. Our team is eager to assist, call us at (206) 397-4890 to schedule a business plan audit and see the difference for yourself.