M Advisory Group | Retirement Plan Consulting & Investment Advisory Services

Fiduciary Protection & Guidance

In response to increasing scrutiny by regulators that hold plan sponsors liable for the proper management of retirement plans, M Advisory Group actually signs-on as a “Co-Fiduciary” with our clients to maximize...

Plan & Provider Benchmarking

M Advisory Group understands the importance of selecting a competent team of specialists for your plan, including the right retirement plan provider. We navigate our clients through every step of the consulting process from...

Plan Design, Conversion & Implementation

M Advisory Group’s dedicated relationship manager and team of specialists offer complete management of the conversion process when a new retirement plan provider is selected. Our “hassle-free” comprehensive...

Participant Investment Education

M Advisory Group takes pride in the quality education we provide for our client’s employees. We design and implement consistent and customized communication platforms with investment education presentations for each...

Non-Qualified Supplemental Retirement Plans

M Advisory Group understands that too often the restrictions, inherent in Qualified Retirement Plans, relative to ERISA rules and guidelines, actually discriminate against Highly Compensated Employees. ERISA imposed...

Due Care Analysis

M Advisory Group’s Retirement Plan Services Division specializes in providing independent and innovative strategies to manage and monitor our client’s retirement plan assets. Our reliable and comprehensive advisory process is designed to allow us to maximize fiduciary protection and help secure the financial futures of your plan participants.

Over 25 Years Experience

With over 25 years of experience in Qualified Retirement Plan Consulting [401(k), 403(b), Profit Sharing, Defined Benefit Plans], Non-Qualified Supplemental Retirement Plan Design, Investment Management and Fiduciary Guidance Reliability, your professional team of specialists partner with our clients to optimize plan performance and maximize plan value for plan participants and plan sponsors.

Consulting & Advisory Services

Fiduciary Protection & Guidance
Plan and Provider and Benchmarking
Plan Design, Conversion & Implementation
Investment Selection & Ongoing Monitoring
Participant Investment Education
Non-Qualified Supplemental Retirement Plan Design

© 2011 M Advisory Group. All Rights Reserved.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC
M Advisory Group is independently owned and operated.

M Advisory Group is presently licensed to sell traditional life insurance in the following states: AZ, CA (#0319876), CT, FL, IL, MD, MI, MN, NH, NM, NJ, NV, OR, RI, VT, VA, and WA. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

M Advisory Group is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship.
This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.