we begin with the end in mind 

CONNECT

Address:

1325 Myrtle Ave
Charlotte, NC 28203

Phone:

(704) 733-9166

Fax/Other:

(704) 919-5090

Employer Sponsored Retirement Plan Services

Endeavor Wealth Management can help you create a retirement plan that works efficiently and addresses the needs of your company and its employees. Since we are independent, we work with a variety of retirement plans and providers. Each of our client's situations are different, so we can help them create customized retirement plans solutions for their specific needs. Below are some of the retirement plan types we help service:

  • 401(k)
  • Profit Sharing
  • Solo K
  • 403(b)
  • 457
  • SEP IRA
  • SIMPLE IRA
  • SIMPLE 401(k)
  • Defined Benefit
  • Non-Qualified Deferred Compensation

Investments

Providing a company retirement plan is extremely important to so many people's financial future. But with it comes responsibility. It is important that a company clearly understand their responsibilities and addresses ERISA compliance. One of the best ways to do this is to create a process that is clearly stated that supports the design and the on-going support of the plan.

Our Process Assists With:

  • Plan Design
  • Independent Resources to search for efficient best Plan Service Provider strategies
  • Annually conducting a full Due Diligence meeting
  • Fully documenting all plan procedures and processes