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Corporate & Non-profit retirement plans

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.

Our planning process starts with a seven step collaborative review of your existing benefits:


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".

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