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Partnerships For Qualified Plans

As a business owner, you know the importance of offering retirement benefits for employees, but where do you start finding the plan and partners that meet your company’s specific needs? MRK Financial Solutions specializes in just that.

With an accredited investment fiduciary designation, qualified plan specialist on staff and a thorough understanding of the Employee Retirement Income Security Act, we’ll design a retirement plan for your business, fulfill fiduciary services to mitigate risk, and help select and monitor performance of your benefits provider. 

For our qualified plan business partners, MRK Financial Solutions helps streamline a process for retirement plans because we:

  • Assess business & employee retirement needs
  • Design & implement specialized qualified plans, which could include:
    • 401(k)
    • Profit sharing
    • SIMPLE IRA
    • Deferred compensation (non-qualified)
    • Cash balance
  • Ensure compliance with federal & industry regulations
  • Conduct employee education & individual consultations
  • Provide 3(21) fiduciary services
  • Manage creation of & adherence with investment policy, including benchmarking & documentation
  • Deliver cost benefit analysis of benefit providers
  • Analyze health savings account providers against existing investments & portfolios 

If you’re interested in MRK helping design and deliver a qualified retirement plan tailored to the needs of your business and employees, complete the form below and we’ll be in touch soon.

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