Small Business
Our team supports business owners in navigating retirement plans, deferred compensation, and financial strategy, so you can focus on growing your business while planning for a secure future.
Start a Conversation
Condor Capital knows that business owners have their work cut out for them. You may not have time to sort out the intricacies of your retirement plan when you can be focused on running your business. Even so, it’s crucial that you plan properly for your future.
At Condor Capital, we aim to help you make the most of your options and guide you through each step of the process.
401(k) Management
If you are the current plan sponsor and fiduciary of your small business 401(k), you are obligated to maintain diversified investments, ensure reasonable fees, and inform plan participants of all plan terms and changes. Choosing Condor Capital to manage your retirement plan would effectively reduce your level of liability by the amount of responsibility you wish to transfer.
Our expertise allows you to focus on your business while we handle the complexities of your retirement plan management.
Key Benefits
- Reduced Fiduciary Liability
- Professional Investment Management
- Employee Education and Communication
- Regulatory Compliance Assistance
Deferred Compensation Plans
A nonqualified deferred compensation (NQDC) plan can be a tax-efficient way for company executives to save for specific goals, particularly retirement. But like any financial tool, a NQDC plan is effective only when it is used properly.
At Condor Capital, we provide deferred compensation plan consulting and due diligence reporting to help you implement and manage these plans effectively.
Our Services Include
- Plan Design and Implementation
- Compliance and Regulatory Guidance
- Investment Management
- Participant Education