Defined Contribution Plans

As a Plan Sponsor, your plan participants are counting on you to maintain a retirement plan designed to help them save for retirement. Maintaining a healthy retirement savings plan requires your time and effort. In today’s ever changing regulatory environment, managing your fiduciary responsibilities is becoming increasingly challenging.

Generation Capital Management provides independent Investment Advisory Fiduciary services to Corporate, Taft-Hartley, Public and Not-for-Profit Sector Defined Contribution Plans.  We help Plan Sponsors fulfill their fiduciary duties. We are independent and free of conflicts. We create objectivity and transparency, which is what participants are looking for and plans should be providing.

Our goal is to help our clients manage their fiduciary liability exposure inherent in the offering of an employer-sponsored retirement program. We also endeavor to enhance the investment performance for participants by keeping plan fees in check, providing sophisticated fiduciary oversight and implementing an investment process that is designed specifically for retirement plans.