Services
Consider Strategic Capital your group retirement plan partners for 401(k) plan design and compliance in Austin. We can design personalized, tailored 401(k) plans, or other types of group retirement plans, that work for you and your employees. At Strategic Capital, we specialize in building and managing employer-sponsored retirement plans, especially 401(k) plans, that are tailored to your workforce and aligned with your goals. Serving Austin-area business owners and entrepreneurs, our retirement plan design and administration services help reduce complexity while ensuring compliance and engagement. Whether you’re starting your first 401(k) or looking to upgrade your current plan, we deliver an institutional-level process and a hands-on client experience built just for you. Contact us today to discuss 401(k) retirement plans!
At Strategic Capital, we provide 401(k) plan design & administration in Austin. End-to-end 401(k) design and administration with our team of retirement plan consultants helps you move beyond generic plan templates. Our approach to plan design goes deeper. We don’t just plug in formulas, we learn your business and customize accordingly. Every plan we administer is thoughtfully designed to support your business size, compensation structure, and workforce goals.
Our goal is to make your retirement plan an asset to your business, not a liability. Whether you’re looking to incentivize top employees, improve deferral participation, or streamline compliance, we create retirement plan architectures that work with your team, not against them. And with our robust admin support, you can rest easy knowing filings, updates, and reviews are handled with precision and timeliness.
Custom Design. Total Confidence. Built for Austin Business Owners.
You’re not in business to become a retirement plan expert, we are. We work with professional firms, local business owners, and companies scaling up across Texas to provide meaningful retirement options with minimal hassle. If you’ve outgrown a generic payroll provider plan, or if you’re just starting to explore options—we’ll help you design a strategy that fits now and grows with you later.
Client Experience
I have been with Strategic Capital since 2024. I've had multiple video conferences and emails with Chris and Bobby. I feel very comfortable with their advice, part of which is because they explains the benefits and risks in simple English. I am certain my account is being handled carefully, with a strong sense of responsibility, and there has never been a sense of them trying to rush through things. I know that I am in good hands here.
We’ve been working with Chris, Bobby, and Adam at Strategic Management, and we couldn’t be happier. They respond to every question quickly — and always with thoughtful, useful information that helps us make smart decisions with confidence. What really stands out is how genuinely they focus on our interests and goals as we move into this new chapter of retirement.
They’ve taken the time to understand our priorities and have built a comprehensive plan that aligns perfectly with our future needs. Every step feels well thought out, and that gives us immense peace of mind knowing that the guys at Strat Cap have truly “got this.” It’s a great feeling to know your financial future is in such capable, caring hands.
Chris and Isabella have been very helpful. They have been very attentive to considering my individual circumstances and needs in generating an investment plan I trust.
Highly recommend Bobby Russell at Strategic Capital. His depth of knowledge in financial planning is incredibly impressive, and the level of service he provides is top-tier. He genuinely cares about his clients' success.
I have had a great experience with Chris and Bobby. They were knowledgeable and patient as they helped us navigate the best options for our finances. I would recommend them to any of my friends and family who were looking to do the same.
The folks at Strategic Capital are super knowledgeable and go out of their way to provide personal service. Great service, great people
Incredible service!
When it comes Strategic cap. they just don't manage wealth, they create Meaningful relationship with my self. I love them and I love pet dogs too. 100%
Selected client reviews from Google.
Read all reviews on GooglePlease note that the testimonials presented are from those individuals, some of which may be firm clients, who submitted a testimonial through Google, and do not represent the views of all firm clients. Testimonials relate solely to the individuals’ experience making such testimonial and there can be no assurance that others will have similar experiences. No direct compensation was paid for any of the testimonials presented on this website.
Start with a conversation
Schedule an introductory meeting with Strategic Capital to discuss where you are, what you are trying to clarify, and what a coordinated plan could look like.
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