401(k) Consulting - Retirement Plan Advisory Services

We are passionate about working closely with business owners.

Whether it’s educating and supporting a large staff about 401(k) benefits or setting up a Defined Benefit Plan to help you save even more before you retire, Athos Capital Advisors is here to help.

Athos Capital Advisors partners with plan sponsors to deliver disciplined, fiduciary-focused investment oversight for employer-sponsored retirement plans. We are passionate about helping our clients maximize their biggest employee benefit - retirement plans. Our approach is designed to help organizations maximize their retirement plan through high touch service, investment excellence, and ongoing support and education for plan participants.

We act as a trusted advisor—bringing institutional investment expertise spanning public and private investments, prudent process, and clear governance to every engagement.

  • Athos Capital Advisors is an independent, investment advisory firm providing guidance to institutional and retirement plan clients. We bring disciplined investment oversight, objective advice, and a long-term perspective to every relationship. Our role is to help clients navigate complexity with clarity while maintaining alignment with their fiduciary responsibilities and strategic objectives.

  • Our approach is grounded in a structured, repeatable investment process designed to support sound decision-making and prudent oversight. We emphasize governance, risk management, and disciplined portfolio construction, tailoring each solution to the specific needs of the plan sponsor and its participants.

  • We partner with employers, plan sponsors, and retirement plan committees seeking an experienced advisor to support their 401(k) and defined contribution plans. Our clients value our independence, high touch service model, and a collaborative relationship focused on long-term outcomes.

Our Approach

Investment Lineup

  • We use our same world class research and expertise in building investment portfolios and lineups for 401(k) plans.

Support & Education

  • High touch, personalized service and support to help employees maximize their retirement benefits with ongoing education and market updates.

Plan Design

  • Retirement plans are highly customizable. We work with you to build a customized plan design to fit your unique business and employees.

Service Providers

  • Our independent business structure lends itself well to the 401(k) space. We work with many different record-keepers and third party administrators evaluating cost, tech, service and payroll integration.

Let’s Start the Conversation

Contact us to learn more about our retirement advisory services.