JMG’s Retirement Plan Division specializes in helping successful Business Owners and Plan Sponsors establish and maintain healthy, efficient, and cost-effective retirement plans for their company and employees.
Choosing a plan design and plan provider can be an overwhelming task, so we are here to help you design a plan with the best provider for your specific situation. We work with all of the top plan providers and benchmark your plan on an annual basis, ensuring that your company’s retirement plan meets all the needs of your employees and you.
Investing for your future is one of the most important things you can do to position yourself for a long and successful retirement. We implement education and communication programs for your employees and you, so they have the knowledge and confidence to participate in the plan and simultaneously, their future.
We understand how important it is to maximize plan benefits while staying tax efficient, and we utilize strategies designed to ensure your plan serves both your needs as an institution, as well as those of your constituents.
