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Retire Better
Stronger Plans.
Stronger Futures.
Personalized Support.
At CIP Capital Management, we go beyond traditional retirement plan advisory. Our team brings the personalized service of an independent partner and the sophistication of a national firm—helping you design, implement, and manage retirement plans that work for your business and your people.
Our mission is simple: thoughtful, independent financial guidance that helps clients build, protect, and grow their financial future—with confidence.
What Sets Us Apart
1
Implementation Support That Delivers
From plan design to full setup and transition assistance, we guide you through every step—minimizing disruption and ensuring a smooth launch or conversion.
2
Technology & Integration Advocacy
We help connect your retirement plan with your payroll, HRIS, and benefit systems—creating a more efficient and accurate data flow that reduces administrative burden.
3
Employee Education with Real Impact
We don’t stop at plan reviews and fund lineups. Our licensed advisors are available to meet with your team—offering individual guidance on asset allocation, financial wellness, and retirement readiness.
Services
401(k) & 403(b) Plan Services Include:
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3(21) Fiduciary Investment Advisory Support
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Investment Committee and IPS Development
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Ongoing Plan and Fund Reviews
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Governance and Plan Design Recommendations
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Participant Education Sessions
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Access to Licensed Advisors for One-on-One Support
SIMPLE IRA Services Include:
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Full Plan Setup and Ongoing Administration
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Support for Amendments and Plan Changes
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Direct Participant Assistance for Enrollment and Asset Allocation