Business Retirement Plans

Plan Sponsor: As the head of your company’s retirement plan, you know the regulations of business retirement plans are complex. We can help.  We know the rules and can help you find the right plan for your company – that means ease of use, cost effectiveness and fee transparency.

As a standard practice at Oarsman, we will:

  • Show you costs and benefits of different plans and help you select the right one.
  • Show you how to improve employee participation.
  • Assist in monitoring your plan’s performance.
  • Help you understand and comply with relevant regulations.
  • Provide service beyond your expectations.

Plan Participants: Our retirement plans include state-of-the-art participant websites, as well as toll-free automated telephone access for participants to retrieve balance information and make changes to their investments. We also offer periodic participant education meetings.

Call or email Bud Nackers to schedule a time to review your current retirement plan.
Phone: 920-738-3244

Milwaukee Office
759 North Milwaukee St.  Suite 605
Milwaukee, WI 53202
Madison Area Office
634 Water St. Suite A
Prairie du Sac, WI 53578
Brookfield Office
13160 West Burleigh Rd.
Brookfield, WI 53005

This website is for informational purposes only; it does not constitute a complete description of Oarsman Capital’s investment advisory services. The information contained herein does not constitute tax, legal or investment advice. Visitors should discuss the personal applicability of specific investment instruments, strategies and services with a professional advisor. Visitors will not be considered clients of Oarsman Capital, Inc. by virtue of access to this website.  Oarsman Capital, Inc., conducts business only in jurisdictions where registered, or where an applicable registration exemption or exclusion exists.  Information contained herein is not intended for persons in any jurisdiction where such use would be contrary to the laws or regulations of that jurisdiction, or which would subject Oarsman Capital to unintended registration requirements. Information throughout the site is obtained from sources we believe to be reliable, but we do not warrant or guarantee its timeliness or accuracy.  Information regarding historical investment results should not be interpreted as an indication of future performance.  Portfolio diversification (balance) cannot eliminate investment risk; a diversified investment strategy emphasizing high-quality securities can result in loss of principal.