Carnegie Investment Counsel
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Corporate Retirement Plans

Attract and retain talent with unbiased corporate retirement planning options and financial wellness programs.

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Employer Sponsored Financial Wellness

​Give your employees investment tools and financial guidance to help them thrive. ​We partner with employers to manage their company retirement plan and provide ongoing financial coaching to their employees.​
Clear Investment Management Strategies
MINIMIZE RISK
Clarify Your Financial Goals
EQUIP EMPLOYEES
Active Investment Management
GROW YOUR BUSINESS

A poor employee retirement plan can cause your business problems...

​ ERISA regulatory risks

Financially stressed employees

Personal liability expenses

Lower productivity in the workplace

High employee turnover

Failure to attract talent and more...

Our Retirement Plan Specialists can help.

We believe the humans that make your company GO are its most valuable resources. That’s why it is crucial to provide incentives to keep your staff engaged and growing. Having a 401(k) plan is a critical factor in attracting and retaining talent; however, managing your employee retirement plan on your own can feel daunting.

Our retirement plan professionals understand this challenge, which is why we step in to help remove this burden from business owners. However, we go far beyond 401(k) management. We also provide education on financial planning, debt counseling, student loan repayment, and emergency fund saving.
Speak with a Plan Specialist

Decades of experience helping employers manage their company retirement plan

Accredited Investment Fiduciary (AIF®)

$350 million assets under advisement, supported by a $2.5 billion RIA firm*

Fee-only compensation model that aligns interests and promotes trust.

Independently owned and operated
*Estimated as of January 2020

We help employers.

Managing your company’s retirement plan on your own can feel daunting. That’s why we come alongside you and partner as co-fiduciary. Carnegie will act as your ERISA 3(21) OR 3(38) advisor. Your Retirement Plan Specialists (RPS) will simplify the complexities of retirement plan management, so you have confidence you’re on the right track, doing all you can financially for the hardworking people you employ.

Your Retirement Plan Specialist will develop detailed investment plan policies and disclosures, which will help mitigate compliance risk and personal liability. They’ll then thoroughly research and recommend the best retirement plan solutions for your company while seeking to minimize cost and enhance employee benefits—all the while guiding you step by step throughout the process.
Speak to a plan specialist
​With your company’s retirement plan handled, you have more time to focus on growing your business.
How corporate retirement plans help hr and business owners

We help your employees.

Your employee’s retirement plan will be well managed, but what about their financial wellness today? Many employees struggle to pay unexpected bills, let alone building an emergency fund. This financial stress can cause employees to be absent, fall behind, or burnout – and many times, employers are unaware of the personal economic issues they’re experiencing. Demonstrate your interest in their long-term financial well-being by offering ongoing support and education.

We provide educational programs that empower people to take hold of their financial lives. Your Retirement Plan Specialist will host group and individual coaching sessions to discuss retirement plan features, financial planning, and money management. Employees will have access to your Retirement Plan Specialist for ongoing financial guidance. We monitor and measure success over time to celebrate goals reached and offer additional advice.
Speak to a plan specialist
When your employees have financial peace, they are more likely to be more focused and increase productivity.
How corporate retirement plans help hr and business owners

Download Our eBook: "Top Four Questions to Ask Before ​Hiring a Financial Advisor"


Here's what you'll learn:

The difference between fiduciary and suitability standards

Learn how some advisors may not be required to work in your best interest

Be aware of various types of hidden costs

The importance of third party custodians

The difference between fee-based and fee-only

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At Carnegie Investment Counsel, we know you are proud of the business you have built. 

You want to attract and retain the best employees. In order to do that, you need an effective and easy-to-manage retirement plan. The problem is retirement plans can be cumbersome and complicated, which can make you feel ineffective as a plan sponsor. 

We believe business owners shouldn’t have to manage the complexities of their retirement plan alone.

We understand the frustrations of devising a company retirement plan. Our experienced team of Retirement Plan Specialists works as a fiduciary to relieve you of the burden of plan responsibilities. As an Accredited Investment Fiduciary (AIF®), we help mitigate financial and legal liability. Plus, we assist with proper policies and procedures to keep you compliant.
speak to a plan specialist
Carnegie Corporate Retirement Plans
Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


We learn about you and your company, then analyze your current retirement plan situation.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


We design a plan to help minimize risk and optimize for employee financial success.
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


We begin executing plan transition and coordinating educational events for your employees.
SPEAK TO A PLAN SPECIALIST

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Telephone

800-321-2322

Email

info@carnegieinvest.com

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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

©2021 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why work with a RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis