At Bash Capital, we specialize in providing the most efficient and effective retirement solutions for our corporate/institutional clients. The focus is centered around delivering service beyond what’s expected, saving our clients time and money by increasing efficiencies and using more suitable platforms for their organizations. We also continue to assist in navigating the legal responsibilities that accompany managing a retirement plan.

Recent surveys have found the majority of retirement participants are unaware of the fees/expenses when it comes to their employer retirement accounts. Unlike other company benefits, the 401k plan fees are overlooked because they are not out of pocket costs. In addition, the internal fees can add up if not monitored and analyzed over time, leading to a decrease in savings in the participants’ accounts.

The plan design, investment platform, and service to participants are the key components to a well-managed plan. We help create, service, and navigate the process. With our qualified team and resources, we focus on controlling costs and educating participants through various strategies.

The service model is centered on breaking down and simplifying the most challenging retirement issues to help ensure your participants are ready for retirement. Focusing on people and providing high-touch participant services is how we differentiate BASH Capital. We engage with your participants when and how they want to engage with us, and offer a comprehensive financial planning, education, and enrollment plan to help prepare your employees for retirement. We are driving better participant outcomes through proactive communications, an easy to use digital experience, and by providing personal interactions through our field service team. We stand by our commitment to make education and participant satisfaction the cornerstone of what makes our service model unique to the industry.

With regard to investing, we are active in the monitoring of fees and performance through accurate benchmarking and resources we use with all clients around relative comparisons. Our 12–Point Scoring Methodology aids in evaluating plan investments and demonstrating the importance of going beyond returns by showing that past performance is not indicative of future results.

We document in our service agreement the fiduciary capacity we are embarking on with our clients. This agreement is updated whenever a material change is made on the plan level.

Retirement Plan Consulting Program advisory services offered through LPL Financial, a registered investment advisor.

Schedule a consultation

Talk To An Advisor
Matthew Bagell, CPA


    Subscribe to our newsletter

    Get BASH Perspectives
    in Your Inbox