“One size fits all?”

We don’t
THINK
SO.

Turn

pension

expertise

into

tangible

results.

We're

independent,

which

means

we

can

offer

th e

best

solutions

for

your

plan.

Responsive,

local

experts

serving

your

company

and

employees

Turn

pension

expertise

into

tangible

results.

We're

independent,

which

means

we

can

offer

th e

best

solutions

for

your

plan.

Responsive,

local

experts

serving

your

company

and

employees

See how our decades of experience can benefit your company.

Business Owners

There are several different kinds of tax-advantaged 401(k) & pension plans. We are here to help you find the best fit for your company.

Design, operation, monitoring, and co-fiduciary services. We are right there with you.

Human Resources or Office Managers

401(k) Plans can be time-consuming. We’re here to offer technical assistance and reduce the strain on your business. Rely on our near three decades of experience serving hundreds of plans.

Employees

We meet with employees individually and in a group setting to make sure everyone gets the most benefit from your plan. We help explain concepts like Roth vs. pre-tax contributions and show how small ideas can make big impacts on your retirement future.

W

ith Michigan Pension & Financial, you can enjoy the benefits of working with large companies like Vanguard, without sacrificing the personalized service of working with a small local company. With us, you’re a name – not just a number.

Congress recently enacted dozens of exciting changes to 401(k) Retirement Plans. Let us show you how your business and its employees can benfit from them.

Experience
Founded in 1996, we service hundreds of plans ranging from solo 401k’s to those with hundreds of employees.
Expertise

We have Certified Financial Planners (CFP) and Accredited Investment Fiduciaries on staff in addition to retaining a pension actuary and an ERISA atorney.

Transparent Pricing

We show you the true cost of your plan to both the company, and your employees. Using our personalized Expense X-Ray – you’ll know the cost of your plan down to the dollar and how that lines up with 401(k) plans across the nation.

Teaming Up

We work directly with your CPA to design the most tax efficient plan for you while also coordinating directly with your TPA and Custodian to ensure your plan is running efficiently.

You can check out the background of our firm and investment professionals on FINRA’s BrokerCheck!

You can check out the background of our firm and investment professionals on FINRA’s BrokerCheck!