top of page
Our Mission

Forest Capital Management exists to make your life as a Plan Sponsor easier. We are in this business because we know that taking great care of your people leads to better business outcomes. Helping you achieve those outcomes is what drives our team, our strategic service offerings, and our technology forward.

Our Story

Forest Capital Management’s focus on caring for people has naturally extended to bringing people together nationwide. Collectively, we harness the power of community to share best practices, embrace new ways of thinking, raise the bar for how to take great care of people, and reshape an industry.

Our Values

Independence. Transparency. Accountability. Forest Capital Management offers modern solutions to an industry that has not been disrupted in a while. Our mission and our values are based on helping you get the most out of your investment in your people.

Our Team

As strategic thought partners, our leadership team helps us respond to changes in our industry with innovative, people-centric solutions and inspired creativity.


Ensuring plans are compliant is behind every decision we make. Due to our partnership with an ERISA Attorney, our plan sponsors rarely have to look elsewhere to get complex questions answered efficiently.

  • Ongoing Fiduciary Education

  • Compliance Calendar Maintenance

  • Compliance Newsletters

  • Legislative Updates

  • Compliance Seminars

  • DOL Audit Assistance

Interested in working at Forest Capital?

Challenge the status quo: reach out to us today to see how we can optimize your retirement plan while engaging your employees!

bottom of page