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What We Do

From plan provisions to financial wellness tools, we see supporting financial security as a critical part of how you care for your people.
Achieving Your Goals

Our dedicated consulting team has decades of experience in retirement plan design, fiduciary governance, investment due diligence, program management, and compliance. We make sure the retirement benefit you offer your people not only sets them up for a better financial future, but also makes good sense for your business objectives.

Data Driven Insights

With a combination of data-derived insights, competitive benchmarking, and financial modeling tools, Forest Capital Management gives you the power to drive deep business impact through your retirement and financial wellbeing programs.

Empowering Your People

Forest Capital Management empowers your people with direct access to the information and tools they need to manage their retirement benefits and make better financial decisions.

Tailored Solution

Forest Capital Management offers modern solutions to cultivate the financial wellbeing of your people. With our unique mix of expert guidance and strategic execution, we will help you build programs that work well for your current business environment but are flexible enough to evolve along with you and your workforce.

Our dedicated service team is focused on helping you design a modern, competitive retirement program, including:
  • Strategic plan assessment, analysis, and reporting

  • Retirement resource center

  • Integrated and custom retirement plan design

  • Employee engagement and education

  • Compliance and administration guidance

  • Fiduciary governance

  • Ongoing investment monitoring

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