Corporate
pension plans

401k, 403b, 457, PS, DB

Tandem serves as a co-fiduciary to all our corporate client retirement plans. We guide our clients to manage their fiduciary obligations regarding investments, custody, and expenses. Our goal is to design an innovative plan that addresses all your needs. We provide 5 Star employee education through our 1 on 1 meetings.

TAX
EFFICIENCY

Properly managing annual tax liabilities can save thousands of dollars each year. Tandem understands and keeps up with complex and ever-changing tax codes to ensure you are holding on to as much of your hard-earned money as possible.

ACCOUNT
REVIEWS

Finances can become more complex over time with investment accounts, 401K’s, savings accounts – and the list continues. Tandem reviews accounts with clients and helps them create a consolidated plan for managing these accounts moving forward.

ACCOUNT
AGGREGATION

Tandem partners with financial software company Advyzon to provide all clients with a consolidated view of their finances including bank accounts, mortgages, investments and more.

ACCOUNT
GROWTH

Tandem can optimize the tax and growth characteristics of different account types by using all account ownerships within a household. From Roth and Traditional IRAs to non-retirement accounts like mutual funds, Tandem helps clients manage all investment vehicles.

stock
concentration

Concentrated stock positions can pose extra risk to not only a portfolio, but potentially a successful retirement plan. We custom build strategies to help address these added risks with a tax aware and disciplined approach.