Employer-Sponsored Qualified Plans
Nadia specializes in providing fiduciary services to employer sponsored qualified and non-qualified retirement plans.
She provides plan design, onsite employee education and services to large companies to multi-generationally owned family businesses to non-profits.
Shokohi Wealth Management is committed to your employees’ retirement. Our comprehensive, full-service approach helps you address your fiduciary obligations and provide customized Deferred Compensation and Defined Contribution retirement programs.
- Fiduciary Services: 3(21)
- Plan Design and Implementation
- Vendor searches, benchmarking and management
- Investment selection, review and monitoring
- Assist in identifying Qualified Default Investment Alternative (“QDIA”)
- Financial wellness programs
- Onsite Education and Enrollment
- Retirement Counseling and Financial Planning
- Face to face meetings with employees
- Independent Investment Advice