Corporate Retirement Services

Charter Capital Management (CCM) offers advisory services for company retirement plans to businesses of all sizes.

Why consider working with CCM?

We are:

An Independent Fiduciary

We always work in our clients’ best interests. We have no affiliations that might otherwise compromise the needs of plan sponsors and participants with other competing goals or conflicts of interest.


Our focus on service extends to both plan sponsors and participants. We advise sponsors in regard to their fiduciary responsibility and provide guidance on optimal plan design with minimal effort. Our holistic approach and proprietary tools allow us to better educate participants and increase the value of their retirement benefit.


Unlike “generalist” advisors, our focus on retirement plans affords us the experience to effectively design plans that maximize participation and deferral rates at fee-competitive levels.

A Trusted Partner

With ongoing changes to the rules and regulations governing retirement plans along with the recent increase in litigation against plan sponsors, companies need to work with an experienced team that will help them fulfill their fiduciary responsibilities and mitigate their risk.

Advisory Services

We work with plan sponsors and participants to incorporate industry best practices in order to maximize the overall value of the retirement plan benefit.

Audit Services

With the knowledge and experience to properly analyze corporate plans, we objectively share what’s working well while identifying opportunities for improvement.

401(k) Plan Basics

You’ve recently been approached by your company asking about your participation in their 401(k) plan. While you’ve heard the term, you are uncertain what it all means …

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401(k) Audit Requirements

One of the general requirements under Title I of ERISA is that plans be audited each year by an independent qualified public accountant. This audit is then attached …

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Charter Capital Management

2525 North Mayfair Road, Suite 210
Wauwatosa, WI 53226

phone 414.257.3700
fax 414.257.0917

Thank you for visiting Charter Capital Management's Corporate Retirement website. Charter also offers Individual Wealth Management services. For more information, visit our Individual Wealth Management site.

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