RETIREMENT PLAN SOLUTIONS

We understand that your employees are your greatest asset, directly contributing to your company's growth. We specialize in crafting retirement plans that empower your team to build financial security for their future. Leveraging our years of experience, we simplify plan management, encourage greater participation, and ultimately enhance your employees' retirement readiness.

If you currently offer a 401(k), we can benchmark your plan against competitors to ensure your plan remains competitive and beneficial for your employees.

HOW WE HELP
PLAN SPONSORS

MJP Wealth Advisors serves as a fiduciary on your plan, either as a 3(21) advisor or 3(38) investment manager. As a co-fiduciary, we help reduce your fiduciary risk and clarify your roles and responsibilities.
As a Registered Investment Advisor (RIA), we bring deep experience in investment management and portfolio construction. Our fund selection process is built on rigorous analysis, with quarterly monitoring and an in-depth annual review to help ensure that your plan’s investment selections are appropriate and performing as expected.
We work closely with vendors to help maximize your plan’s effectiveness, providing ongoing support, answering questions, addressing concerns, and advocating for the best available retirement options.

HOW WE HELP
EMPLOYEES

We design a tailored education strategy to engage employees and empower them to take control of their financial future. Our licensed wealth advisors offer investment advice through group presentations and one-on-one consultations.
We collaborate with plan providers to offer comprehensive educational resources, advanced technology, and personalized communication to help employees understand their plan and maximize their retirement savings.