Retirement Plan Services

West Branch Capital works closely with plan sponsors to design/re-design, implement, and manage corporate retirement plans that meet the specific needs of their employees while addressing their duties as fiduciaries.  We place particular emphasis on reducing overall plan costs and improving the diversity of plan investment options – two key tenets of the fiduciary duties spelled out in the Employee Retirement Income Security Act of 1974 (ERISA).

For more information on the evolving concept of fiduciary duty in the plan sponsor space, please review our 401(k) Plan White Paper.

9 Research Drive, Suite 1 P.O. Box 2067 Amherst, MA 01004   |   99 Derby Street, Suite 200 Hingham, MA 02043   |   29 West Road Orleans, MA 02653