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Qualified Retirement Plans

​Martinson Stoller Advisors is uniquely qualified to provide retirement plan administration and investment solutions to businesses who currently sponsor or are considering sponsoring a 401 (k), profit sharing, money purchase, defined benefit, or cash balance pension plan.

We have been helping companies establish and manage their retirement plans for more than 25 years. During that time, we have built strong relationships with best-in-class service providers who assist us in delivering high quality 401 (k) and other plan solutions.

We know that retirement plans are dynamic. As your plan’s needs change over time, we will work with you to incorporate innovative solutions that meet those needs and provide progressive service offerings to ensure your plan is as successful as it can be.

 

PROFIT SHARING/401(K) PLAN MANAGEMENT

Having solid retirement plan options in place is a differentiating asset for any business looking to hire and retain the most capable talent. Our approach to 401(k) plan design and management has you and your employees at the center. We will build a program that is customized for your business and specific needs of the employees you are looking to attract. We also emphasize arming plan participants with the resources and knowledge they need to take full advantage of the plan you are providing so they can reach their own retirement goals.

Our value added but cost effective services:

  • Fiduciary Compliance
  • Benchmarking Plan(s) to Market
  • Plan Design Review
  • Investment Platform Search and Monitoring
  • Preparation and Review of Investment Policy Statement
  • Investment Fund Selection and Monitoring
  • Detailed Annual Plan Review
  • Employee Education-Retirement Readiness, Asset Allocation and Investing
  • Liaison Between Plan Sponsor, Third Party Administrator, and Investment Platform Providers
  • Terminated Participant Rollover Services

CASH BALANCE AND DEFINED BENEFIT PENSION PLANS

Many business owners and partners are looking for larger tax deductions and accelerated retirement savings. Cash Balance and Defined Benefit Pension Plans may offer the ideal solution for them. Recent legislation has made these plans more attractive for more and more professionals and successful business owners to adopt this type of plan. We help to evaluate the suitability, benefits, plan design, and costs to determine whether these types of plans will meet your corporate and personal financial goals.

Ask for our “At Your Service” informational brochure to learn more about our specialized retirement plan services.

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