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Qualified Retirement Plans
Our qualified retirement plan solution provides employers and participants a comprehensive
plan management system. Our team of professionals servicing the plan will handle every aspect
of your retirement plan from recordkeeping to monitoring investment performance.

Our services include:
  • Investment policy statement
  • Enrollment and educational meetings for employees
  • Investment consulting and performance reviews
  • Quarterly review of investments at plan and participant level
  • Quarterly investment committee meetings
  • Ongoing participant education
  • Recordkeeping
  • Compliance and government reporting
  • Plan design and set up
  • ERISA compliance
A team of specialists handles every aspect of your retirement plan.
  • ChartMark Investments: We are the local expert who knows your company’s retirement
    plan well. We will meet periodically with your plan’s trustee or investment committee
    regarding investment performance monitoring. We also conduct enrollment meetings for
    your employees.
  • Custodial Platform: Acts as the service and operations hub for the plan. The custodian
    provides diverse investment choices, state-of-the-art recordkeeping, a proven conversion
    process, employee education tools, meaningful fiduciary services, and outstanding
    customer service.
  • Third Party Administrator: Provides invaluable administrative expertise required to
    successfully manage your plan. Compliance, plan design and government reporting are
    just some of the elements the TPA contributes to ensure the administrative fulfillment of
    your plan.
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This site has been published for residents of the United States. The site has been prepared for informational purposes only. It is not an offer or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular strategy. ChartMark Investments is a Registered Investment Advisor in the states of Oklahoma, Louisiana and Texas. If you are not a resident of one of these three states we will not be able to share investment advice and related services with you at this time. Should you desire information on ways in which our company may help you with your financial service interests please feel free to contact us. We may be able to become registered in your state or qualify for a de minimis exemption at which time we would be able to further discuss how our services may meet your needs.



This communication is strictly intended for individuals residing in the state(s) of LA, OK and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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