Secure Your Future With Nepsis
Nepsis retirement services provides Fiduciary advising on setting up and managing all employer sponsored plans such as 401(k)s, 403(b)s, Cash Balance plans and more. Our value proposition centers on investment flexibility and transparency, complete independence to collaborate with all providers, pro employer plan design, and a dedicated specialist to maximize qualified plan benefits—ensuring your retirement strategy aligns with your unique financial vision. Our family office framework is a key benefit of working with Nepsis.
In addition to our full range of retirement services, you and your team have access to our capabilities for financial planning, investment management, tax solutions and a range of business advisory services. This comprehensive approach is an important differentiator compared to other plans.
Why Trust Nepsis for Retirement Planning
- Customized Investments: Flexibility and transparency in building your retirement portfolio.
- Unbiased Provider Access: Collaboration with all providers for optimal solutions.
- Employer Plan Excellence: Pro designs enhance business and employee retirement benefits.
- Specialist Expertise: Dedicated support maximizes your qualified plan advantages.
- Holistic Planning: Integration with your overall financial strategy.
We have the ability to work with all providers and Third Party Administrators (TPAs), allowing us to act in a fiduciary capacity for our Retirement Plan clients. By not limiting ourselves and our clients, we are able to provide an unbiased approach to constructing tailored retirement plans.
We have no vested interests in fund line-ups, allowing us to build a client’s plan according to their particular goals and objectives.
Most plan sponsors actually have no idea what their 401(k) plan costs them or their participants. We help you manage the fees and the funds being offered. We have a strict Investment review monitoring process that looks at over a dozen criteria that we monitor quarterly.
Trenton Hazen | Retirement Plan SpecialistInvestment Flexibility and Transparency
We provide a diverse range of investment options, allowing you to customize your retirement portfolio based on your risk tolerance and goals. Our transparent process ensures you understand every decision, with clear reporting and open communication about performance and fees.
Complete Provider Independence
As an independent firm, Nepsis works with all financial providers, free from proprietary biases. This enables us to select the best solutions—whether group annuities, mutual funds, CITs or alternative investments—to optimize your retirement savings across platforms.
Pro Employer Plan Design
We craft employer-sponsored retirement plans such as 401(k)s, 403(b)s, Cash Balance plans and more, tailored to your business’s needs. Our designs enhance employee benefits while maximizing tax advantages and compliance, supporting your company’s financial health.
Dedicated Specialist Support
Each client is assigned a retirement specialist who leverages expertise to maximize benefits from qualified plans, including catch-up contributions, Roth options, and tax-deferred growth strategies, ensuring every opportunity is fully utilized.
Clarity Roadmap
Your goals, our process.
Everyone has a different destination in mind, requiring a different roadmap. Our 5-step Clarity Roadmap solution keeps you moving in the right direction to reaching your long-term goals.
Our proprietary assessment provides insight regarding your complete financial picture and all areas of financial planning.
By reviewing the results of the Clarity Assessment, we develop a personalized Clarity Compass. This is a detailed profile of your financial picture in six different categories: Financial Situation, Investment Portfolio, Retirement, Risk Management, Tax Planning, and Estate Planning.
Meet with an Advisor to go over your complete financial situation to identify opportunities to strengthen your portfolio. Your Advisor will bring in your dedicated professional services team including tax planners, CPAs, financial planners and estate planning specialists.
Based on your meetings, your team will prepare a comprehensive action plan for all areas of your financial well-being including: wealth management, tax strategy, insurance, estate planning and retirement plans. We will work closely with your Advisor to create the action plan that works best for you and your family.
You and your Advisor will monitor your progress towards your objection to make sure you are on rack and have the peace of mind needed to enjoy more from life.
Thought Leadership
Are you ready to
Gain Clarity?
Gain Clarity?
Take the first step towards a more intentional, personalized financial journey.
Meet With an Advisor