Our scope of services includes 401k plans, profit sharing plans, defined benefit plans, 457 plans, 403b plans, and deferred compensation plans.
Hawthorne Capital Wealth Advisors started with a major focus on retirement plan consulting to businesses, local governments, and non-profits.
We offer a high-level service model, expertise, and experience working with retirement and executive benefits plans.
Plan design and document review
Vendor search and benchmarking including fee transparency
Fiduciary oversight to minimize Trustee fiduciary liability
Investment recommendation and monitoring, open architecture with no proprietary fund requirements
Help develop investment policy statement and QDIA default options
Effective outreach services including customized group and individual participant meetings
Annual review to insure plan is performing to its potential by improving asset allocation, participation, and deferral rates
Each of these services can be delivered bundled or on a stand alone basis.
With over four decades of qualified and non-qualified plan experience, you can rely on our strength and stability to be there for the long term. At HCWA, we are committed to your success and focused on results by improving your plan and empowering your employees with the tools they need to be "retirement ready".