Michigan Pension and Financial designs, implements and services 401(k) and other qualified retirement plans for small and medium sized businesses like yours-businesses that otherwise might get lost in the crowd. Because of our special relationships with local TPA’s, pension attorneys and nationally recognized investment companies, including our elite advisor partnership with Vanguard, we will bring depth, expertise & efficiency directly to your doorstep. Our rigorous plan reviews are designed for transparency and efficiency, meaning you always understand the ins and outs of your plan.

A 401(k) plan is a living and breathing project that changes over time and requires ongoing maintenance. We believe a critical party for plan success is the office manager and human resources department. Our team of professionals will work one-on-one with your HR department or office manager to establish effective policies, best procedures, and assist in day-to-day operations. In the event errors are discovered in your plan, our team will be on the front line with you, communicating with necessary vendors such as your TPA and accountant to make corrections in a compliant manner.