Skip to main content

Contact Information:

Prime Capital Investment Advisors | North Texas

777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092

Company Retirement Plan Benchmarking

Benchmarking during the initial planning process involves a thorough review of what type of company retirement plan might most benefit your organization based on its structure and executive and employee makeup. Later on, ongoing benchmarking will require a regular examination of service providers, the funds included in your plan’s menu, and fees being paid so that as the employer or “plan sponsor,” your fiduciary duties are being met. At PCIA North Texas, we will help you ensure that your retirement plans are compliant and that they are performing in a way that will help you achieve your tax-advantaged retirement goals for yourself as well as your employees, whether you have a 401(k), SEP IRA, SIMPLE IRA or some other type of qualified plan.

What is Your Risk Number?

No one is the same when it comes to portfolio risk. Nitrogen helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.

What We Do

Our financial advisors work as a team to devise a custom plan for you based on your unique situation and objectives, then we go one step further to help you develop an estate plan for tax-advantaged wealth transfer to the next generation.

Learn More

Business Solutions

Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.

Learn More

Prime Capital Investment Advisors in North Texas welcomes the chance to discuss how we might help you, your family and/or your business. Please call us now at (214) 765-5092, or simply fill out this form and we will get back to you to set up time for an initial conversation.

777 International Parkway, Suite 180
Flower Mound, Texas 75022

Send Us a Message

Let’s Discuss Your Plan


777 International Parkway, Suite 180
Flower Mound, TX 75022
(214) 765-5092