401(k) Plans and Retirement Benefits

Citrin Cooperman Wealth Management, LP is available to serve as the investment advisor of your company’s 401(k) plan.

We have partnered with Charles Schwab, as custodian, and a few select third party administrators to offer an open architecture 401(k) recordkeeping platform. In today’s climate, sponsors and employees alike demand full disclosure when it comes to defined contribution plans. The days of the market accepting hidden fees or the offerings of a single family of mutual funds are, thankfully, behind us.

Our platform features affordability, transparency, investment flexibility, education of participants, a high level of customer service, and ease of use. As an RIA, CCWM has access to thousands of investment vehicles for your 401(k), including low cost index funds and no-load mutual funds. As the plan’s investment advisor, we work with the plan sponsor (the employer) to tailor a suitable menu of investment options.

Once your plan is up and running, we utilize a user-friendly website which is a tremendous resource for us, the plan sponsor and the participants. The website allows participants to view and control many aspects of their account, such as:

  • Check account balances
  • Transfer funds
  • Request distributions
  • Change allocations of future contributions
  • View educational investment materials

There is also a dedicated customer service team to assist the sponsor and the participants.

If you would like a complimentary analysis of your firm’s current 401(k) plan, please contact Partner, Arnie Herrmann, at (212) 697-1000.