Retirement Solutions
Commerce Street Peak Advisors
Delivering quality retirement plan solutions for clients and their employees.
Commerce Street Peak Advisors is dedicated to delivering quality retirement plan solutions for our clients and their employees. We operate as a fiduciary, offering comprehensive and cost-effective investment solutions for 401(k), 403(b), 457, cash-balance and profit-sharing plans through either 3(21) Investment Advisor or 3(38) Investment Manager roles.
Our Services
- Low-cost, professionally managed risk-based portfolio options
- Reduced management fees
- Development of investment policy statements for plans
- Educational resources for retirement plan participants
Simplifying Retirement
We address a fundamental challenge participants face: overwhelming investment choices. By simplifying options through risk-based portfolios, we enable employers to present high quality investment options appropriate for their retirement needs to their workforce.
Commerce Street Capital maintains full compliance with government regulation 408(b)(2) concerning fee disclosure requirements for retirement plans.
What our clients say
Ayla is making some significant improvements to our offerings, communicates with our 401(k) committee at least quarterly and provides detailed analysis of where the plan is at and supports her suggestions going forward. Comparison of performance and costs vs other plans is very insightful. In hindsight, probably should have gotten a qualified professional, like Ayla, involved in the plan earlier.
Ayla has been phenomenal. We have no issues at all. She is incredibly attentive, offers excellent advice, and is always willing to help both us and the entire team. She thoughtfully asks questions that help us stay on track and make sure we’re moving in the right direction. She’s been a valuable asset to us for sure. Our employees love the one-on-one service she provides when needed, and we’ve heard what a help Ayla has been to them.
[Compliance disclosure — confirm exact language with compliance before go-live: whether clients were compensated, that testimonials may not be representative of all client experiences, and any conflicts of interest, per the SEC Marketing Rule.]
401(k) Quarterly
Stay ahead of your plan.
Our quarterly newsletter for plan sponsors and participants: market commentary, regulatory updates, and practical guidance on getting the most from your retirement plan.