com·mu·ni·tas

an intense community spirit; the feeling of great social equality, solidarity, and togetherness.

Low-Cost, Optimized and Responsible

As an employer, you want to provide all employees quality benefits at an affordable cost. A retirement plan, whether a 401(k), 403(b) or 457, is a key piece of a benefits package attract and retain great staff.

But choosing, setting up and operating a plan are not trivial tasks. And plans come with significant responsibility, both legal and ethical. As a fiduciary, Communitas partners with you on all aspects of designing and optimizing a plan that suits your and your employees’ needs and goals. You can never eliminate your fiduciary responsibility, but we can help you manage it in a smart, responsible manner.

You and employees will have a wide range of finance and investment experience. We are quite comfortable working with varied levels of knowledge, and we are accessible, friendly, non-judgmental and supportive.

Whether you are brand new or seasoned, we will meet them where they are and share information in a way most useful for them.

Our services to businesses and non-profits include retirement are expansive:

For Employers

  • Plan Design Optimization
  • Investment Committee Development
  • Fiduciary Education
  • 3(21) Limited Scope Fiduciary Services
  • 3(38) Investment Manager Services
  • Investment Policy Statements
  • Investment Menus & Ongoing Monitoring
  • Risk-based Asset Allocation Models
  • Socially Responsible Investments
  • Service Provider Review and Advice

For Participants

  • Investment advice
  • Model portfolios
  • Enrollment Meetings
  • Accessible, friendly and patient service and support
Contact Us
Communitas Financial Planning
870 Market St., Ste. 754
San Francisco, CA 94102
415-337-4566 phone
866-882-7817 toll-free
877-586-6277 fax

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