MHS Advisory Services Retirement Plans
MHS Advisory Services, LLC is a team of qualified retirement plan and wealth management specialists providing an integrated approach to retirement plan management unparalleled in the industry. Our innovative service model is designed to deliver leading edge plan designs with low cost investments and superior management systems to enable plan sponsors to achieve the highest fiduciary standards. In addition to fiduciary best practices, we provide services to assist plan sponsors with ERISA compliance, investment strategy and employee education for their retirement plans.
At the core of the MHS Advisory Services, LLC philosophy is the belief that lower investment expenses will likely result in better long term investment returns and more retirement savings for plan participants. For this reason, we offer an unbiased, fee based approach to investment selection and tend to prefer low cost institutional funds and ETF’s vs. higher priced, commission based mutual funds. We use a strict investment screening process that looks at the entire universe of Mutual Funds and ETF’s to determine which of the 27,000 plus choices can meet our high standards for performance, low cost and fiduciary excellence. Generally less than 5% of that universe will be acceptable!
MHS Advisory Services, LLC is an Accredited Investment Fiduciary and we provide “Co-Fiduciary” services as defined under ERISA Sect. 3(21)(a)(ii) to our clients to relieve them of some of the burdens placed on them to comply with ERISA and IRS regulations. Our own internal investment group headed by a Certified Financial Analyst, carefully studies investment options, portfolio strategies and market trends to deliver quality advice to our plan sponsors and their participants. We offer employers the option of a Fiduciary Investment Advisor service for their plan participants at no additional cost.
Our goal at MHS Advisory Services, LLC is to help you build a better 401k plan by establishing Fiduciary Best Practices through ongoing fiduciary analytics and assessments, research based investment advisory services, periodic investment monitoring, fee transparency and employee education systems. “It’s a whole new way to look at 401k!”