Northern Capital Retirement Services, Inc. offers comprehensive retirement plan services to employers, plan sponsors, trustees, and participants. The firm specializes in various retirement plan options, including 401(k), 403(b), Defined Benefit plans such as Cash Balance plans, SIMPLE IRA plans, and SEP retirement plans. Northern Capital Retirement Services, Inc. acts as an investment manager with the authority to select and monitor investment options according to a written Investment Policy Statement. For pooled or trustee-directed retirement plans, the firm manages assets based on assigned Investment Objective models ranging from conservative to aggressive. The firm also provides participant education and enrollment materials. Founded in 2012, the firm is affiliated with Northern Capital Management, Inc., which serves individual clients and families.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $10.0M | 0.35% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Discounted fee schedule available for Washington State Medical Association members. Pure Preservation objective portfolios charge 0.5% on the first $500,000 and 0.0% thereafter. Cash Only portfolios are not assessed a fee. Fees are negotiable.