Alpha Pointe Capital’s 401(k) Services allow us the opportunity to assist in providing retirement benefits and advise people in technology & emerging industries.
We assist sponsors which include Cyber, AI, IT, Developers, Engineers, MSOs, Verticals, Service Providers as well as Retail Outlets. If it’s a new high growth industry we’d like to be part of that wave!
Today’s 401(k) plan service models and technology can help us advise diverse populations of all ages and covering all types of financial savvy. We emphasize participant education and financial wellness as key components of our 401(k) advisory services.
We strive to make working with us easy and comprehensive.
We assist sponsors which include Cyber, AI, IT, Developers, Engineers, MSOs, Verticals, Service Providers as well as Retail Outlets. If it’s a new high growth industry we’d like to be part of that wave!
Today’s 401(k) plan service models and technology can help us advise diverse populations of all ages and covering all types of financial savvy. We emphasize participant education and financial wellness as key components of our 401(k) advisory services.
We strive to make working with us easy and comprehensive.
401(k) Services
- Keeping Competitive for New Employees
- Alternative Pricing Structures
- Plan Design /Choices from Top Providers
- Potential Tax Benefits
- Education of Fiduciary Responsibilities and Fiduciary Services
Subscribe to On Pointe for 401(k) Email Bulletins
Get short, digestable, information, and news on 401(K) and Retirement Plans with On Pointe email bulletins.
Subscribe with [email protected] include your name, email, and indicate 401k in the body.
One in three employees often use 46% of their workday stressing over personal financial issues
Many employees spend your time stressing over their own financial issues, not on the tasks at hand. * We recognize that Financial Wellness is as important as your physical health, our Dynamic Financial Wellness Program seeks to address financial health with finance related topics such as personal finance, investing, retirement, modern family financial issues, liability management, topics on taxes, and many other important facets to finance. We offer this to companies, hospitals, non-profits, schools, and many other organizations.
For more email [email protected]
*Employee Wellness Survey, PWC 2017 *Alpha Pointe Capital is not a legal or tax advisor. Wells Fargo Advisors Financial Network and Alpha Pointe Capital are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.
Dynamic Financial Wellness Programs
- Help Reduce Workplace Stress
- Complements Existing Wellness Programs
- Help Improve Workplace Culture
- Help Enhance Productivity