Nextcapital Strategy
Creating the best strategy begins with having the right Partners
At NextCapital Strategy, we develop the foundational strategy and work with you to manage through changes in your Company retirement plan.
Our knowledge and experience in the industry of over 20 years, we have the tools and expertise to develop the best solution to create the right investment lineup for your Plan.
Our knowledge and experience in the industry of over 20 years, we have the tools and expertise to develop the best solution to create the right investment lineup for your Plan.
How a strategy is built today changes on a dime...
And you want a Partner who can guide you through the changes that will position the Plan to achieve the best outcome for today and through retirement.
Our work doesn't just happen once a year, we are analyzing the performance quarterly and available for questions related to the performance at any time with you and the Plan Sponsor(s).
At NextCapital Strategy, we analyze and select the investments with the best performance allocation based on past performance and staying on top of current opportunities that can be helpful to the fund lineup.
The investment performance must be evaluated to ensure you get your employees to and through retirement to accumulate their NextCapital.
The investment performance must be evaluated to ensure you get your employees to and through retirement to accumulate their NextCapital.
Retirement Plans Tailored to You
We bring a unique perspective with years of experience in compliance in qualified retirement plans
Creating processes and procedures for investment strategy development helps to mitigate liability
Changes in 401(k) investment strategies continue to evolve due to legislative and industry changes
Develop a proactive strategy to manage Generative AI for 401(k) Plans
contact us
Get in Touch
Address
12 Greenway Plaza, Ste. 1100
Houston, Texas 77042
Houston, Texas 77042
Questions?
Please complete the contact form below to schedule a call.
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