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Whitney & Company - Invesment Management & Wealth Planning

401k and Retirement Plans

We understand Retirement Plans and the importance that they play within your company; for both you and your employees. We work with businesses of all sizes to help achieve long-term success. Our team is here to help you design a Retirement Program that your employees can easily understand and feel confident participating in.
Establishment and setup of 401(k), Cash Balance, and Defined Benefit Retirement Plans.

Fiduciary Services

Investment selection and monitoring, plan review and compliance.

Plan Administration

We are provider-agnostic and partner with the best providers and platforms to handle full retirement plan administration including recordkeeping and tax filings.

Automated and in-person employee education utilizing education resources and our team of planning experts for any need that arises for your employees.
Setting up a Retirement Plan is a smart way to provide for one of your key assets – your people – as well as benefiting you and your business

Types of Plans



Defined Benefits

Cash Balance Plans

Profit Sharing Plans

Our Relationship-Building Process With You

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