Group Retirement Plans

In today’s world, retirement planning is more important than ever. As an employer, you know that to continue to grow your business you need to manage costs and retain valuable employees. A well-designed retirement plan can help you accomplish both goals – an appealing plan builds loyalty with your employees and certain costs related to company retirement plans are tax-deductible at the firm level. Through careful planning, your company can offer a retirement plan that helps employees feel appreciated and provides the tools needed to achieve their retirement goals.

Your Plan Advocate
As your plan guide, the team at McGinn Financial Services will walk you through the maze of available options. We act as a middle man between you and the retirement plan managers like Brinker Capital or American Funds, helping you navigate their services and make the best decisions for you and your company. Our experience will empower you to make informed choices supporting the retirement needs of your employees.

We will be your partner through the plan design and management process. We will work with you to design your plan and implement a regular evaluation process that includes independent benchmarking of your investments, investment selection review, plan expenses, and adherence to the DOL’s fiduciary requirements.

Participant Education
No plan is one-size-fits-all – your employees are likely in vastly different phases of their lives. We will meet with plan participants to determine how your firm’s plan fits into their retirement vision, working to customize our services to meet their unique needs. We also provide group education to help employees gain the financial know-how they need to set realistic goals and create the necessary plans to work toward them.