Your plan participants deserve quality retirement options. We have designed a program with your plan participants in mind, going above and beyond education and guidance during the initial enrollment process. Our process is designed to provide participants with continued confidence in achieving their retirement goals.
We stand side by side with plan sponsors as a co-fiduciary, and provide a comprehensive, documented, fiduciary approach that offers confidence and peace of mind. MB acknowledges and maintains full discretionary trustee status for investment fund selection, monitoring and replacement.
We work with plan sponsors to assess their plan’s objectives and to optimize participation rates, savings and tax benefits.
We review the mutual fund universe to select and monitor a menu of investment fund options based upon the merits of each individual fund — not just those that are included in a vendor’s platform.
Full Fee Disclosure
Because our approach to investment management is transparent, product-neutral and fee-only, plan sponsors know the true cost of our services.
We provide objective asset management and investment fund selection tailored to your plan and the retirement needs of your participants. We do not offer proprietary funds, and we credit 100 percent of all revenue-sharing fees (12b-1) back to the plan.
We utilize technology and the expertise of our recordkeeping partner, EPIC Advisors, so you can focus on other aspects of your business.
We communicate and collaborate with your advisors (e.g., accountants/auditors, actuaries and attorneys) to meet the objectives of your plan.