Retirement Plan Consulting Services
We are passionate about making an impact on people's retirement. We measure success through our ability to help you and your participants succeed through high-touch service, advanced participant education and unbiased advice,
all while acting as a plan fiduciary.
MCDONNELL CAPITAL PROVIDES
We design a custom, exclusively-institutional investment line-up with a combination of target-date, target-risk and broad-based index funds designed to reduce Plan cost
Participants have direct access to our Principals, providing them elite-level thinking and advice typically only available to high net worth households.
Our Principals lead Participants to better retirement outcomes through timely education, access to online planning resources, and group and one-on-one personal meetings
In addition to providing transparency of all Plan costs, our firm provides fee benchmarking and analysis to ensure the Plan provides a cost conscious platform for Participants to save.
We are committed to keeping your organization protected. Our Principals provide fiduciary consulting to plan sponsors, including creating and implementing a specific Plan Investment Policy.
We build custom Plans that meet the objectives and goals of all Plan participants, senior staff and owners
Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.
Advisory services are offered through McDonnell Wealth Management, LLC dba McDonnell Capital Management (”McDonnell Capital"), a Registered Investment Adviser.