Our Five-Step Process Is Designed to
Help create and maintain optimal retirement plans for employees and successful results for employers.
Fiduciary Responsibility
As 3(21) Fiduciaries, MG Retirement Advisors works with plan sponsors to educate, organize, and implement meetings and processes that assist to protect/reduce their liability and fulfill their responsibilities to their employees.
Plan Design
We believe the recipe for client satisfaction includes designing a plan to encourage employees to prepare for retirement, and achieving company objectives.
Investment Selection
Designing an investment lineup as well as documenting the selection process is an important part of sponsoring a retirement plan.
Employee Education
A successful employee communication program requires planning. MG Retirement Advisors assists you in designing a plan that creates informed and confident participants.
Service Providers
Because we are independent, we have full flexibility to research, benchmark, and locate the proper service provider to effectively meet the client’s objectives.
