Our deep legal and actuarial experience is the foundation of our firm and that foundation defines everything we do, from our processes to deadline management, from data requests to our unparalleled service. That foundation has allowed us to create the most flexible plan document on the market and to proactively consult with our clients every year. Because MMG is staffed with licensed professionals, our clients experience a level of trust not found at most third party administrators.
As attorneys: We approach your retirement plan with the care and skill of an attorney. We approach our clients with the mindset of a business owner.
As actuaries: Our in-house actuarial team designs our clients’ defined benefit and cash balance pension plans with the same flexibility as our profit sharing and 401(k) plans.
The Most Adaptable Plan
MMG’s retirement plan document has been vetted by the IRS for legal compliance and allows employers to laser target their contributions to valued employees.
Whether starting a new MMG retirement plan, or moving an existing plan to MMG, clients receive the most flexible plan document available on the market. Your plan will be as flexible as the law allows, with no hard-wired provisions that unnecessarily limit contribution strategies. With MMG, clients can target contributions to owners, partners and valued employees in order to achieve their objectives, while remaining compliant.
Everyone says they proactively consult with their clients. MMG built client consultation into our annual service cycle.
What are you trying to achieve with your retirement plan? Let’s start with this core question and work to build a retirement plan to meet that goal.
An MMG consultation doesn’t end with the plan document. We revisit your plan with you every year to ensure the contribution strategy continues to meet your goals, as your business evolves.