Our work starts before the plan year does.
Annual Service Chart
Design Analysis/Year End Review
Before year end proactive retirement plan review to determine if last year’s design is still the best solution and identify possible improvements.
Annual Census Snapshot
Collect census data which serves as the FOUNDATION for everything MMG does; accuracy protects our clients!
Analyze the data to determine impact on plan design.
Provide Annual Design Consulting
Evaluate best plan design, balancing client goals and legal compliance.
Confirm the final allocation in writing; client reviews and signs-off.
Coordinate with clients’ financial professionals, as needed.
Complete Annual Compliance Requirements
Prepare the plan’s Annual Report including materials for participants.
Monitor all required deadlines and extensions.
Distribution team services all requested distributions from each plan.
Contact MMG today: info@mand.com or 215-222-5000 to get a no-fee, no obligation quote.