We take a customized approach and offer a complete and integrated platform to help clients achieve their retirement plan goals, including 401(k) services, fiduciary-based retirement plan consulting, and financial wellness programs for businesses.Connect with our MAI Retirement Team ›
Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.
Inhouse ERISA expertise to navigate your plan through complex regulatory issues.
RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage
RPAG’S Scorecard System aims to enhance outcomes, manage risks, and reduce fiduciary exposure.
Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.
Your employees may not be financial experts. You can help them reach their full retirement income potential through a customized financial wellness program.
Develop ‘next generation’ retirement plans that leverage the latest innovations in behavioral finance while incorporating ongoing legislative changes.
Ability to offer individual customized advice for plan participants.