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Retirement Plan Services - Advisor

"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. I only deal with them when I need a third party administrator."  -Daniel G. Gilliland, CPA President, Gilliland & Associates, PC, Certified Public Accountants

Your clients rely on you to provide retirement plans and services that will meet their needs now and later in life. As their financial advisor, you want to provide them with the best benefits plan you can.

Retirement Plan Services offers you a customized solution built on an open investment platform that gives your clients the flexibility of a diverse group of fund families. Whether the plan is for a single participant or a group of employees of a corporation, utility, small business, school or hospital, we offer a comprehensive, all-inclusive program.

After walking you through the initial process of setting up a retirement plan, you will act as the investment fiduciary, and MutualWealth will offer trustee services, and that increases independent monitoring for you and your client's plan administrators. Our retirement plan officers are adept at understanding the unique needs of each client. Through daily valued 401(k) plans, balance forward 401(k) plans, age-weighted plans and integrated plans, we can prepare a retirement plan that's appropriate for your business clients today and flexible enough to meet your and their needs in the future.

Since you are handling investment selection and monitoring responsibilities we can offer a fee structure that complements your own, and makes the total platform competitive in today's marketplace.

We offer your participants a comprehensive account services package. This includes a toll free number and online retirement plan access that allows employees to view account information, conduct transactions and utilize valuable educational tools and information. We can provide in-house seminars and educational literature to ensure that your employees are educated about their plan and motivated to fully participate.

Services

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

For additional information, please contact Tom Mohler, Vice President, Retirement Plan Services. 317-844-1350, 877-289-0299 or thomas.mohler@bankwithmutual.com.

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