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Retirement Plan Management

Retirement Plan Management Made Simple

Sponsoring a retirement plan for your business can help you attract and retain quality employees, but managing a retirement plan can be both risky and time-consuming. Magis Financial Partners can design, manage and implement your qualified retirement plan, as well as provide group education and one-on-one consultations for plan participants. Let us help you build a better business, so you can live a greater life.

401(k) Management

Offering an attractive retirement plan can help you gain and retain quality employees, but managing a plan can be time-consuming and risky. Magis can significantly reduce your administrative load and risk exposure in the fiduciary role. We will conduct plan reviews with stakeholders, conduct proactive due diligence for plan testing, and we will closely monitor plan performance, making recommendations as needed. In short, we have got this, so you can get back to running your business.

Retirement Plan Consulting

If you have an existing retirement plan for your business, you know that certain performance standards and regulations must be met. Keeping up with all of this, however, requires specialized knowledge, informed decision-making, and frequent attention. We offer full-service plan consultations on existing plans to help minimize your risk exposure and to help ensure your company retirement plan is meeting performance standards.

Participant Experience

Group plans are better for everyone when plan participation is high. In many cases, a lack of participation can often be linked to a lack of understanding and education about plan options and benefits among employees. For this reason, we provide introductory and ongoing education for plan participants. Through group educational sessions and small group or individual consultations, we can help your employees understand plan structures, options, and benefits to help increase participation and promote employee satisfaction.

About Us

We combine high-touch support with industry-leading resources and technology to deliver personalized financial services for Philadelphia and mainline-area businesses and families.

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Our Team

We find great fulfillment when we are able to help our clients get organized and plan well to pursue their financial goals. We work together, leveraging our collective skills, to help you live greater.

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Contact Us

Have questions? We are here to help. Contact us today to set up your initial consultation. We’re looking forward to helping you plan better so you can live greater today and in retirement.

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