Improve Your Plan without Changing It
Chances are your participant-directed retirement plan does not fully meet your and your participants' needs.
Most plans offer pre-packaged menus of mutual funds with one or two decent choices and a much larger number of mediocre choices.
- Most plan providers offer little or no investment advice for plan participants.
- Most participants are novice investors and not comfortable choosing investments from plan menus.
- Most participants seeking guidance go to their employers, who are placed in the position of providing investment advice to their employees.
Unfortunately, changing plans can be time-consuming, disruptive and expensive. The solution? Let MJB Asset Management improve your retirement plan without changing it.