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You. Your Business. Your Employees.

Developing the Right Retirement Plan Is a Balancing Act

Our Five-Step Process Is Designed to

Help create and maintain optimal retirement plans for employees and successful results for employers.

Five step process infographic


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.

Are You a Business Owner

Looking to Make a Difference in Your Employees’ Lives?

Let’s Talk