A large part of our Corporate Financial Solutions is, beside of working with small and mid-sized U.S. corporate clients and business owners, dedicated to the so-called “Mittelstand” companies, the medium-sized and often family-owned manufacturing and distribution firms headquartered in Germany, Switzerland or Austria. They take a long-term approach to business, based on stable client relations, continuity in human resource policy, and close ties to the region in which they are located. Sugarwood Financial provides help on both sides of the Atlantic ocean through selected, hands-on solutions.
In collaboration with an independent and experienced third-party plan solution provider, we offer our clients turn-key ready retirement plan solutions: Timely, accurate and complete services that meet the extensive reporting and disclosure requirements (incl. IRS/DOL). The offer includes Employee Benefit Plans like 401(k), SIMPLE IRA, Profit Sharing, 403(b) Money Purchase etc. These attractive packages are fully tailored to the individual needs of our clients and include management of the plan assets, strictly inline with the plan’s guidelines. On-top, we ensure an attractive pricing for the pension solutions offered.
We relief Plan Sponsors from fiduciary liability associated with offering an employee benefit plan. Also, record keeping and Plan Administrator services are part of our package.
Unlock the potential of global diversification along with low-cost investment products – say good-bye to costly non-sense offerings.
Our service does not end at annoying call centers and dial-by-tone menus. We are locally present during the onboarding process and take care of your plan participants’ requests afterwards with dedicated support by our licensed representatives.
Our Employee Benefit Solutions don’t come with hefty fees. We use a pre-screened technology partner with transparent pricing model to operate our platform and pass-through only effective costs to our plan clients. No hidden fees or double fee layers. Every dollar matters–especially if you save for your retirement!