Let us help you grow more than wealth


 

Is your plan’s fee structure fair and reasonable?

We help you assess your plan’s fees for competitiveness and reasonableness, reviewing investment expenses, record keeping and administration fees, as well as ensuring there are no hidden costs in your plan. Our team utilizes a third-party, independent service that provides a benchmarking of your plan against plans similar to yours. The result can be a better understanding of value being delivered to you and your participants and the associated costs of these services. We invite you to view our sample benchmarking report.


 

Improve your 401(k) plan without moving providers

As a business owner, CFO or HR Director, you may wear a lot of different hats and your time can be stretched. If you are not satisfied with your company’s 401(k) plan, our team can assist with a variety of measures to pursue before going through the time and hassle of converting to a new provider. We invite you to learn more about how we can help you improve your 401(k) plan.

 


 

Your trusted partner for a successful retirement

We invite you to learn about the many benefits of being our client and to experience the McKiernan Previant Group difference for yourself. Please contact us today to set up a meeting. If you are interested in wealth management solutions for individuals and families, please access our website for individual investors.

 

Meet our group

Learn more about Plan Resource Group