For Employers and Businesses | A Dedicated co Fiduciary - Retirement Plan Advisor

When you partner with Master Plan Investment Group, you’ll get personalized consulting from a CERTIFIED FINANCIAL PLANNER™ who is committed to designing a Retirement Plan that meets your strategic objectives and helps your employees achieve their short/medium term financial goals as well as their long-term retirement goals.

We realize there is no one-size-fits-all retirement plan solution, so our support and services are tailored to fit what’s best for you and your company and will help ensure the Financial Wellness of all your employees. We help you get the most out of your Retirement Plan by working with you every step of the way, providing:

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Plan Design & Executive Plan Options

Consider us an extension of your HR department; we will simplify the management of your plan and allow you more time to focus on other aspects of your business.

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Vendor Selection & Fee Benchmarking

We help you select providers that most appropriately fit the specific needs of your organization and employees being conscious of the impact of fees on the Plans performance.

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Co-Fiduciary Governance Program

We follow a disciplined process that ensures that the plan is operating within the latest fiduciary guidelines, leaving you confident that you’re serving the best interests of your employees.

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Employee Financial Wellness Program

We will help your employees plan for today and save for their future with a focus on financial wellness as part of their overall retirement goals.

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Investment Selection & Monitoring

We help you draft an effective investment policy statement and make sure that you can offer a range of suitable products.

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Investment Policy Statement (IPS)

This statement provides your general investment goals and objectives and describes strategies that can be employed to meet these objectives.