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.
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.
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.
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