Plan Custodian/Trustee

Helping select the best investment and custodial platforms.

We will work with existing 401(k) and pension plans not to mention create or move a plan if so desired. In doing so we work closely with the plan administrator and trustee to help select the best investment and custodial platforms. We bring both the investment and administrative arms together to meet fiduciary responsibilities of the trustee. We assist the trustee in helping them work compatibly with the administrator of the plan.

As an independent consultant, Gaugert Financial is able to align themselves with the best administrator and custodian for each particular company's need. With almost 25 years of experience we have established great relationships and feel assured that we will meet your needs and expectations.