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Retirement Plan Solutions in Maryland

Comprehensive Retirement Plan Expertise

At Geier Asset Management, Inc. we understand that your organization’s retirement plan helps you attract and retain the employees you need to grow your business. However, finding the best retirement solution with the right mix of investment products and services can be a daunting and time-consuming task. Ongoing monitoring of the investments within the plan also requires diligent investment expertise and insight.

That’s why Geier Asset Management has partnered with Columbia Benefits Consultants, Inc. to create comprehensive retirement plan solutions for businesses like yours. Solutions that work for both the plan sponsor and plan participants. For business owners, we can offer comprehensive retirement plan solutions, including 401(k) and profit sharing plans. Our team provides the investment management for these retirement plans, and our trusted recordkeeping partner provides state-of-the-art recordkeeping and plan administration.

Our capabilities include:

  • Defined contribution plans – 401(k) and/or profit sharing plans, including:
    • Safe-harbor plans
    • New comparability plans
    • Automatic enrollment plans
  • Defined benefit plans – company sponsored pension plans
  • Combination plans – include the best elements from both defined contribution and defined benefit plans
  • Nonqualified deferred compensation plans
  • Plan design and fee analysis
  • A wide variety of investment options
  • Assistance with fiduciary protection
  • Full fee disclosure
  • Assistance with participant education

Geier Asset Management has a specific division of retirement plan solutions geared to help business owners design and implement their plan as well as employees manage their individual retirement accounts. Contact one of our qualified financial advisors to learn more about our Howard County retirement plan solutions.

Our Three-Step Process for Determining Your Retirement Plan Needs

We use the following three step process to ensure that we provide a retirement plan that meets your needs now and in the future:

Step 1: Understand your goals and objectives for your retirement plan.

Step 2: Construct a customized retirement plan that includes a range of investment options. We work with each plan sponsor to design an Investment Policy Statement that aligns with their objectives.

Step 3: Provide ongoing oversight and monitoring of the investments to ensure that you are providing high-quality solutions for your employees.

Choosing Investments for Your Plan

Geier Asset Management uses a rigorous and disciplined investment process to select the most appropriate investments for your retirement plan. This process employs four screens that include both quantitative and qualitative analysis to identify high-quality mutual funds that meet specific criteria in terms of portfolio characteristics, performance and portfolio manager credentials.

retirement plan solutions in howard county maryland (md)

We will craft a menu of investment options that are suitable for your plan using our open architecture platform at Fidelity. This will provide participants with the best investment options across all asset classes. In addition, quarterly reviews of the investments are conducted by the firm’s investment committee and adjustments are made as they see fit. We meet with the employees of the firm semi-annually to conduct education sessions that will assist in investment management and asset allocation of the individual 401(k) account. Essentially, principals and employees are given unlimited access to a qualified investment advisor.

Learn more about 401(k) plan development »

Our Role as Plan Sponsor Advocate

We at Geier Asset Management and Columbia Benefits Consultants, Inc. are committed to the success of our clients. An experienced Relationship Manager will be assigned to you to facilitate the smooth operation of your plan. Our team will work on your behalf to maintain the quality and efficiency of your plan.

Our Role as Plan Participant Advocate

The success of your retirement plan depends upon the ability to effectively communicate the benefits of your plan to your employee participants. We can provide your employees with investment education designed to enhance plan participation and answer any questions they may have.

Getting Started

Talk with us about how we can help your company meet its retirement plan goals. We can work with you to implement a comprehensive and flexible retirement plan that will benefit both plan sponsor and participants as your business continues to evolve and grow.

Choose GAM for Retirement Plan Solutions in Howard County, MD

Our retirement plans solution have increased the profitability of businesses while providing an effective tool for attracting and retaining employees. Custom portfolios, tailored to match the risk tolerance and objective of each participant, have added tremendous value to our clients’ businesses and their personnel. Geier Asset Management’s custom solution can help your company meet its retirement goals. Let us help take your Maryland area firm to the next level.

Let’s talk. We would consider it a privilege to help you.

Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

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Who We are

Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant