Retirement Plan Portfolio

Maintaining an effective retirement plan can be a daunting task. It begins with sound plan design strategy and grows with conscious execution. Our role is to provide guidance to you and your company’s management team on all aspects of plan operations. It is our goal to provide you with the highest standard of service, and to act as your advocate and liaison with the vendors you choose.

As a fiduciary, your best interest is our only interest. We utilize our proven process to guide you through the investment selection and fiduciary process in order to help you meet your fiduciary obligations. We will continuously monitor these process, document and detail decisions, and implement and monitor any recommended changes as you or your company’s goals change.

Unfortunately, we often see avoidable mistakes in the plans that we are asked to review. These mistakes can often times cause the plan to become unsuccessful for company and employees alike. That’s why we believe that it is critical to partner with a specialty firm whose expertise can produce satisfaction for company and employee alike.

At MHS Advisory Services, LLC. we consult with our clients on the following retirement plans:

  • 401k Plans
  • Profit Sharing Plans
  • Cash Balance Pension Plans
  • Defined Benefit Pension Plans
  • Simple IRA's
  • SEP IRA's
  • Non-qualified Deferred Compensation

Meet With Us to Get Started

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