Retirement Plans
Benefits For Your Business And Employees
Madrid Wealth Management provides investment advisory and fiduciary services for 401(k) and other corporate-sponsored retirement plans. Acting as a 3(38) or 3(21) fiduciary, our team offers comprehensive guidance, plan oversight, and participant education to help businesses optimize their retirement benefits to recruit and retain talent.
Fiduciary Options
We serve plan sponsors as either a 3(21) or 3(38) fiduciary, giving the option in what investment responsibilities and discretionary authority they want to assume.
Fee-Only Advice
We provide objective advice and fiduciary investment due diligence. We do not receive additional compensation for the investments we recommend.
Platform Agnostic
We have the flexibility to work with your existing record keeper and third-party administrator or advise on selecting the right one for your retirement plan needs.
Participant Education
We provide the support and resources employees need to make informed decisions about their retirement plan's investments and overall financial future.