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Offer your staff a retirement plan that works for them and they’ll work for you.

MutualWealth Retirement Plan Services offers you a customized, all-inclusive retirement program built on a platform that gives your employees the flexibility to choose from a diverse group of fund families.

Reduce complexity and management duties

Everything under one roof.

There are multiple parties involved in administering retirement plans. Our comprehensive retirement plan services take care of all your needs. That includes building and maintaining your plans as well as trustee services with valuable third party oversight.

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Are you a business owner looking to provide retirement plans for your employees?

We can prepare a retirement plan that's appropriate for your business today and also flexible enough to meet tomorrow's needs. Better yet, you can direct all employee questions and education tasks to us - drastically reducing the administrative burden on your plate.

Contact Us 

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We Can Provide:

  • Full plan consultation
  • Review of existing or new plan investments
  • Enrollment/Education services
  • Trustee services
  • Full government reporting services
  • Record keeping services
  • Regulatory updates
  • Online account access
  • IRS-approved document
  • Flexible approach to investment platform

 

 

 

Have a retirement account set up through your employer?

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Are you a financial advisor looking to provide retirement plan services for your clients?

We can work with you to set up and administer competitive employee benefits plans for your clients - while you keep the client relationship. We can also provide trustee services with expert monitoring and a fee structure that complements your own.

Contact Us 

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We Can Provide:

  • Plan customization for your client
  • Enrollment/Education materials
  • Trustee services
  • Plan testing
  • Full government reporting services
  • Record keeping services
  • Regulatory updates
  • Online account access – for participants, sponsors, and advisors

 

In Their Words

MutualWealth Customer Testimonials

I have received outstanding customer service in all of my dealings with MutualWealth Management Group. Their personnel are very knowledgeable and respond promptly and courteously whenever I call. The platform they use for their 401K plans is easy to use and efficient as well.

Jen Hart
Daniel G. Gilliland
CPA President, Gilliland & Associates, PC, Certified Public Accountants

We have Answers

Retirement Plan Services Frequently Asked Questions

  • How long do individuals have to be employees at a company/organization before becoming members of a retirement plan and become vested in their benefits?

    How long do individuals have to be employees at a company/organization before becoming members of a retirement plan and become vested in their benefits?


    This is a decision that the business’ plan sponsor team makes. Often the biggest factor is evaluating the history of employee turnover. We usually recommend 60-90 days and no longer than one year but again, this is at the employer’s discretion.

  • How long does it usually take for MutualWealth to implement retirement plan services at a business?

    How long does it usually take for MutualWealth to implement retirement plan services at a business?


    It usually takes around 60 days.

  • Can I manage and keep tabs on my business’ retirement plan online?

    Can I manage and keep tabs on my business’ retirement plan online?


    Yes! In addition to being able to view the total plan, business owners and plan sponsors can also view individual employee accounts. Also available to business owners and plan sponsors are numerous reports on-demand that allow them to look at various individual functions within their plan.

    You can log in to our Retirement Plan Portal here

  • What role(s) can MutualWealth play in implementing retirement plan services at a business or organization?

    What role(s) can MutualWealth play in implementing retirement plan services at a business or organization?


open
How long do individuals have to be employees at a company/organization before becoming members of a retirement plan and become vested in their benefits?
x
How long do individuals have to be employees at a company/organization before becoming members of a retirement plan and become vested in their benefits?

This is a decision that the business’ plan sponsor team makes. Often the biggest factor is evaluating the history of employee turnover. We usually recommend 60-90 days and no longer than one year but again, this is at the employer’s discretion.

open
How long does it usually take for MutualWealth to implement retirement plan services at a business?
x
How long does it usually take for MutualWealth to implement retirement plan services at a business?

It usually takes around 60 days.

open
Can I manage and keep tabs on my business’ retirement plan online?
x
Can I manage and keep tabs on my business’ retirement plan online?

Yes! In addition to being able to view the total plan, business owners and plan sponsors can also view individual employee accounts. Also available to business owners and plan sponsors are numerous reports on-demand that allow them to look at various individual functions within their plan.

You can log in to our Retirement Plan Portal here

open
What role(s) can MutualWealth play in implementing retirement plan services at a business or organization?
x
What role(s) can MutualWealth play in implementing retirement plan services at a business or organization?

Highly Experienced & Responsive

Our Retirement Plan Services Team

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