Employer-Sponsored Retirement Plans
Offering Customized and Comprehensive Retirement Plans
A solid retirement plan can attract more top-notch talent, maintain your most productive employees, and help you outpace your competition with that great staff. M3 Financial can help create an exceptional – and compliant – plan for your organization. We’ll analyze your options, help you understand them, and together we’ll design a customized, comprehensive plan that includes training and enrollment meetings, regular plan analysis and updates, and education for plan participants.
Design solutions include:
- 401(k) / Profit-Sharing Plans
- ERISA or Non-ERISA 403(b) Plans
- Governmental or Tax-Exempt 457(b) plans
- Defined Benefit Plans
- Cash Balance Plans
- SIMPLE IRA Plans
Steps to Building a Strong Retirement Plan
At M3, we use a proven process to build effective retirement plans, while making certain the plans are compliant with fiduciary oversight:
|STEP 1:||Retirement Plan Evaluation|
|STEP 2:||Retirement Plan Optimization|
|STEP 3:||Fiduciary Compliance|
|STEP 4:||Managing RFPs|
|STEP 5:||Employee Education & Enrollment Meetings|
|STEP 6:||Ongoing Plan Monitoring|
Securities and investment advice offered by licensed individuals through Coordinated Capital Securities, Inc. (CCS) Member FINRA/SIPC. Neither M3 Financial nor M3 Insurance are subsidiaries or control affiliates of CCS.
For more information regarding the professional background of CCS and its licensed individuals visit FINRA's BrokerCheck.