Advocating for a better retirement since 2013
Headquartered in Indianapolis with satellite offices in Nashville, Tennessee and Lexington, Kentucky, Norwood Economics Inc. currently represents a diverse array of businesses and individual clients, and their 401(k), Cash Balance, and Wealth Management needs. Our mission is to provide low-cost, unbundled 401(k) and Cash Balance plans that are custom designed to meet the needs of your workforce based on your census.
Your retirement is our business. We specialize in Wealth Management and offer low-cost, diversified portfolios managed by a Chartered Financial Analyst. CFA's are institutionally trained investment specialists.
Get in touch with us to set up a free, independent, third-party review of your 401(k), or a Cash Balance Illustration. We also do free portfolio reviews, and free, initial retirement planning. Use the form found on our contact page to inquire whether our services are right for you.
Areas of Expertise
As a 3(21) Plan Advisor, we are vigilant, low-cost experts under ERISA, and as fiduciaries held to a high standard of care with respect to plan-related decisions regarding investments, service providers, plan administration and general ERISA compliance issues.
Many business owners and partners are looking for larger tax deductions and accelerated retirement savings. Cash Balance Plans may be the perfect solution for you.
A profit-sharing plan allows discretionary employer contributions. There is no set amount that the law requires an employer to contribute. You can have a stand alone profit-sharing plan. or combine it with a 401(k) plan.
As a fee-only advisor we offer a wide-range of services to help you grow and manage your wealth, including free, initial retirement planning and portfolio reviews.