“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.
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.
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Experience |
 |
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!
