Midsize Businesses
Retirement Plan Administration
Whether your company is adding a retirement plan for the first time or you want to reevaluate your existing plan, we will recommend, set up, and manage the best plan structure for your organization. We serve as an extension of your company, providing the expertise that allows you to offer a more competitive retirement plan without taking on unnecessary costs or excessive risk.
- 3(21) and 3(38) fiduciary services
- Fund evaluation and selection
- Employee education to encourage higher participation rates
- Creating tax-advantaged retirement vehicles for executives and highly compensated employees
Employees Can Call Us With Big-Picture Questions
Who do your employees call when they need advice about their retirement plan? Employees at many companies often just call the 800 number of their plan provider when trying to think through their options, but third-party administrators cannot give financial advice. We enjoy serving as a go-to resource for employees who are trying to understand the big picture and need more support to get the most out of their retirement plan.
We can advise on various topics to help your employees:
- Understand how their retirement plan works
- Decipher the funds available in the plan and decide which ones are appropriate
- Roll over prior 401(k) or individual retirement plans
- Maximize your contributions to your retirement fund
- Think through their major financial decisions
Whether your employees need help making the most of their retirement, rolling over their prior accounts, or evaluating their full financial picture, we help them focus on strategies that fit their needs and grow their wealth. At McClure Wealth Management, we act as a resource to employers and their teams.