Plan sponsors hire Minich MacGregor Wealth Management specifically for 401k and 403b plan benchmarking services. It is an integral part of our fiduciary process.
Our benchmark report spotlights and compares the attributes of your plan to marketplace standards. This report covers aspects like fees, investment fund quality, plan competitiveness, and participant success metrics. This concise analysis offers insights into how your plan compares to marketplace benchmarks.
Our retirement planning services are designed to help you navigate the path to a secure and fulfilling retirement, ensuring you can enjoy the lifestyle you envision.
We proactively manage portfolios, making decisions by assessing risk tolerance, performance, investment mix, market sectors, asset allocation, and client goals.
We will give you personalized advice, tailored to your specific financial picture AND employ an appropriate growth strategy combined with a proactive risk management process.
After a plan benchmark report, outcomes usually fall into one of three categories: Your plan is either on track with minimal adjustments needed, mostly on target with some small adjustments recommended, or reveals significant areas for improvement and/or compliance attention.
