Matching the right type of savings/retirement plans based on the company’s specific needs and objectives.
Identify your company’s goals and objectives and offer the appropriate group retirement solution:
Review your funds on a fee to performance basis. Management fees differ from one plan to another. The size of the plan and its annual cash flow are the two major factors that affect the fees on a plan.
Match the proposed fund line up to the plan demographics.
Target Date vs Asset Allocation vs Specialty funds.
Target date funds are generally the preferred management method for minimizing risks when managing retirement plans. Target date funds rebalance automatically when the employee is nearing retirement.
HR specialists are not permitted to offer investment advice. The advice of a specialist is key to successful retirement planning. MGC advisors are equipped to offer personalized investment advice to your employees to help them achieve their retirement goals. We will review:
The presentations we offer with the help of different professionals such as notaries, mortgage brokers etc.