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Where Relationships Matter

194 West Main Street

Cortland, Ohio 44410

Phone 330.984.0390

Defined Contribution Services

The modern 401(k) plan is a corporate sponsored savings tool that gives retirement plan participants an efficient method for saving for retirement, deferring taxes and investing in the market place. Cortland Private Wealth Management, has the right experience, right services and right strategic partners to create the right plan for your company.

Cortland Private Wealth Management has relationships that offer:

  • Complete Plan Document Services – Pre Approved and Custom Documents including IRS Determination Letter Filings
  • Creative Plan Design and Consulting Services for qualified 401(k), 403(b), 457(b) and ESOP plans, as well as, Nonqualified Plans
  • Custom Projections for Budgeting and Compensation Planning
  • Web-based Client Interface to Streamline Communications and Document Retention
  • Full ERISA and IRS Compliance Services
  • Plan Participant Call Center and Distribution Services
  • We take an advisory based investment fiduciary role with our plans
  • Investment consulting services
  • Employee education
  • Advising plan trustees