Our Approach In recent times, it seems like the speed of change is overwhelming. Most successful business owners & executives have had to work full time to simply keep up with newest innovations in their constantly evolving industries. Unfortunately, this has provided them very minimal time to adapt their corporate retirement plans to take full advantage of the major retirement plan revolutions of the 21st century. By partnering with our retirement plan experts at Aksala Wealth, we make navigating your retirement plan S.I.M.P.L.E. through our unique process: Start with Self EvaluationWhere is your retirement plan currently? What do you want to achieve?Independent Benchmark SurveyWhile we love our 401(k) recordkeeper partners, we don’t work for them. We work for you. We will go out to the retirement plan marketplace to ensure your costs are minimal.Mitigate Fiduciary LiabilityIn 2019, ERISA received over 166,000 inquiries regarding retirement plans resulting in over $2.5 billion in recoveries. By serving as a fiduciary to your retirement plan, we help protect your business by ensuring your plan is fully compliant. All of our decisions are required to be in your best interest. While this has not always been the standard, we have always put our clients interest first.(https://www.dol.gov/sites/dolgov/files/EBSA/about-ebsa/our-activities/resource-center/fact-sheets/ebsa-monetary-results.pdf)Pro-Active Investment Holding AnalysisWe utilize independent research data to select & monitor your retirement plan fund lineup. Our investment lineups are designed to both cover all fiduciary requirements while providing your employees a low cost line up of highly rated funds.Learn to EarnOur uniquely designed, fully customized employee education programs are used to provide financial literacy to employees. While the core of our programs is in person education sessions, our credentialed financial planners are always available to speak with any participant, regardless of account size.Evaluate and Set New GoalsDid we get to where you wanted to be a year ago? Why or why not? No matter how long we’ve worked together, we are always reviewing where we’ve been while looking forward to where we’re going. Ensuring success for Yesterday, Today, and Tomorrow. Some Inuit dialects include 50+ different words to distinguish unique types of snow. Similarly, Aksala Wealth is laser focused on seemingly minor details that could have majorly impact your organization’s long term retirement plan. Contact us below to take the 1st step towards a winning retirement plan.