CCR Wealth Management, LLC currently provides service to nearly one hundred fifty qualified plans, and thousands of participants in the greater New England area. Our team provides value to plan fiduciaries with compliance, ongoing plan administration, total plan pricing and servicing ensuring that the best most appropriate retirement plan is selected for the needs of the business. And, with no proprietary products to sell, our clients are assured that we select the most appropriate investment alternative for their needs.

We believe a successful corporate investment program depends on solid investments, great record-keeping and administration, and an excellent investment consultant. As a consultant, we offer three categories of service to plan sponsors:

• Evaluation and selection of investment providers and investment options, and oversight of the entire implementation process
• Assistance in recognizing, understanding and complying with their fiduciary responsibilities
• Develop an ongoing communication and education strategy, designed to improve participant understanding of investment and asset allocation concepts and to conduct educational seminars to help maximize plan participation

At CCR Wealth Management, LLC, we work with a variety of employer sponsored retirement plans. Each of our client’s situations is different, so we will create a customized retirement solutions to meet their specific retirement needs. Below are some of the retirement plan solutions, we design, implement and provide excellent customer service:

• 401(k) Plans
• Profit Sharing Plans
• Defined Benefit Plans
• 403(b) Plans
• SIMPLE-IRAs
• SEP-IRAs