401(k) Plan Administration
Morton Capital Management provides investment and retirement plan management for 401(k) and other defined contribution plans. We work with business owners busy running their companies who want to outsource the retirement plan and investment management of their defined contribution plans.
Our process includes educating clients on plan features and fiduciary obligations and assisting them with choosing the right plan for their specific situation and objectives. Considerations that go into the development of an employee retirement plan include:
- Investment returns
- Ease of administration
- Participation rates
- Expenses and fees
We can accept the responsibility of a fiduciary under ERISA when plan sponsors delegate investment and management functions to us.