RAMPlan

Conventional wisdom says your 401k will help you retire well. For many, this won't be true. You have goals. Is your 401k helping you achieve them?

The key to any 401k (457, 403b or TSP) is the growth of its investments, not just contributions; but, according to a study by DALBAR Financial, most people have historically earned an anemic 3.5% on their 401k investments. Worse yet, most people never know because their contributions mask the poor investment performance.

If you are like many of our clients, you want more out of your 401k (or 457, or 403b, or TSP). But, like so many others, you put off seeking independent, affordable, unbiased 401k advice because you just don’t know where to turn.

Why should you spend the time guessing which funds to choose, settling for a 3.5% return, when your retirement plan can be so much
more?

The Meridian Business Group is recognized as a pioneer in independent, unbiased 401k advice and monitoring.

At The Meridian Business Group, we have developed a program in which you can have a professional investment adviser research the investments offered inside of your 401k, 403b, 457 or TSP plan, recommend investments, and monitor your investments. This service is a smart choice for anyone with a 401k, 457, 403b or TSP that feels lost when it comes to investment selection or worries that their
account isn’t growing enough to retire comfortably.

I definitely need some help or guidance with my company retirement plan. It's worth a conversation!