401k Plans and
Retirement Plans
for Businesses

Gierl Augustine Investment Management is committed to helping you provide retirement benefits for yourself and your employees in the most efficient and economical way possible. Setting up a retirement plan can help business owners secure their futures, and workplace retirement plans may also be the primary way their employees can help secure theirs. In terms of recruiting and retention, employees are more likely to join and stay at firms with great benefits, including retirement plans.

Our first objective is to fully comprehend your business so that we can recommend the retirement plan that best matches your needs. Many business owners say that they want to set up a 401k plan because that’s what they are most familiar with. But based on the structure of your business as well as your goals, another type of retirement plan might be more suitable for you.

Investment Management

As an investment manager, Gierl Augustine provides:

  • Assessment of the business or institution’s current investment position, including actuarial assumptions, current strategies and policies, legal and legislative constraints and factors unique to the company or institutions
  • Portfolio design and development
  • Implementation of the investment policy, including money manager structure, fee negotiations, and coordination of custody and brokerage services
  • Monitoring and supervision of the investment process
  • Rebalancing and modification of the portfolio as necessary