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SUCCESS STARTS WITH STRATEGY

We design impactful retirement programs that lead to meaningful outcomes for all

01. RENOVATE

Reimagine your plan.  As your company evolves so should the design of your retirement plan.  We help modernize your plan to meet today’s needs and tomorrow’s goals. 

02. AUTOMATE

Efficiency through automation.  We explore ways to incorporate smart technologies and services into your plan that reduce your workload and provide a better experience for your participants.

03. MOTIVATE

Participation drives success. Research shows that plan participants often lack a solid understanding of the retirement program and personal finance.  We design an education program that fits your company to foster engagement and help your team achieve financial wellness. 

Our Team

Citadel Plans is a specialty financial group dedicated to helping companies design and manage retirement plans that lead to meaningful outcomes for all employees. We believe that financially stable employees make a better team and support the company's overall success through financial wellness.

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

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