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. 

We provide:

  • 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