HR Manager Thinks Ahead

Thinking Ahead during a Retirement Plan Rollout is Crucial for the plan's success... Here's a story of one HR Manager who understood the value of a well thought out timeline for employee education

lighthouse
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.
New York

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
For additional information see our APC 401(k) and Emerging Industries Decks.

Topics with a Twist

On Pointe is a bi-weekly newsletter written in a conversional format about wealth management and 401k. Clients asked for it, now you can get it too.... On Pointe... did we really write about Sports & Portfolio Management, Key Lime Pie, HENRY, ESG, the 90's!  Join us and get Topics with a Twist!

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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.
birds and beach

Dynamic Financial Wellness Programs

  • Help Reduce Workplace Stress
  • Complements Existing Wellness Programs
  • Help Improve Workplace Culture
  • Help Enhance Productivity




Let's Talk 

Benchmark and Eval your Plan...

How does your plan stack up amongst other plans of the same size and industry? Don't know? 

We can help you see where you are versus other plans to help address potential issues and so you know what it takes to have a competitive plan.

Quick turnaround Benchmarking and Evaluations* email [email protected]

*Addtitional Information will be required to assist in turnaround times.
ALPHA POINTE CAPITAL

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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