Well-DESIGNED defined contribution plans

Our job is to help you, the plan sponsor, as you strive to meet your fiduciary responsibilities while offering your employees a retirement plan that will help them make meaningful progress toward their financial goals.

It is up to you to choose an experienced and knowledgeable retirement plan professional such as The Mahoney Group to provide objective advice and investment due diligence, stay up to date on fiduciary issues, educate plan participants and be competitive in pricing.

Our goal is to reduce and manage fiduciary risk through a documented and repeatable investment management process, provide your employees with quality education, a strong plan design and a diversified investment offering, monitor the plan’s cost structure versus the value received, and coordinate with all service providers – acting as an advocate for you and your employees.

  • A Case Study: Defined Contribution Plan

It is the nature of man to rise to greatness if greatness is expected of him.

John Steinbeck