We can help get your time and peace of mind back.
Understand your retirement plan
Make sure it fits your needs
Be confident it aligns to your goals
Retirement plans can be complicated and they’re anything but a one-size-fits-all idea. It’s too easy to pay for things you don’t need or pay too much for what you do.
You deserve better. We can help.
We make it easy to get started
- We'll assess your plan for opportunities to improve.
- We’ll present a plan to help optimize your strategy.
- We'll implement the plan and educate your employees.
We will look at your recent annual filings, plan communications, fund lineup and fees you’ve been paying. We will review these with you and discuss potential improvements.
Fondren Oaks strives to help you get the most out of your retirement plan experience.
In our experience,
too many employers don’t understand how their plan works or what they pay for. If you work too hard to make your retirement plan work…
…it could be time for a change.
Stop doing work your recordkeeper and TPA should be doing.
Don’t risk unnecessary audits to address compliance failures that could have been avoided.
Get quality investment fund options with competitive fees.
When you partner with Fondren Oaks, you’ll have an advocate in your corner monitoring the plan and looking out for your best interests.
We can help you gain the peace of mind that comes from knowing your retirement plan is aligned with your company’s goals.
Fondren Oaks Capital Management is a registered investment advisory firm. We serve businesses with retirement plan advisory services, and we serve individuals with long-term financial planning and portfolio management services.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state. For additional information, please contact Jeff Sears at jsears@fondrenoakscapital.com