Pension & Retirement Plans



Qualified retirement plan sponsors face complex challenges. A plan trustee is expected to be knowledgeable about and adhere to the highest standards of fiduciary care, while also understanding and complying with ERISA rules and regulations. So, in addition to managing your business day-to-day, as plan trustee you must also be an expert in investments and regulatory compliance (or hire someone who is).

That’s where Sheets Smith Wealth Management can help. We serve as a prudent expert for trustees of 401(k), 403(b), and defined benefit pension plans in a full co-fiduciary capacity. We can assist with all key trustee duties, including the development and regular review of plan documents and costs, and performing due diligence in the selection and monitoring of plan investments. Since our firm is independent and 100% employee-owned, we can provide unbiased guidance with no conflicts of interest.

Together with your Plan’s Custodian and Record-Keeper, we strive to deliver a robust and well-vetted solution so that your employees can save for the future with confidence, helping your business thrive. For more information, please call us at (336) 765-2020.