Retirement Plan Advisory

Let Madison & Main Advisors quarterback your company’s retirement plan strategy and implementation. Our team of specialists can help your organization ensure its employees have access to a well run and cost efficient retirement plan.

Our areas of experience include:

  • Defined Contribution, Defined Benefit, and Non-qualified Deferred Compensation Plans
  • Strategies to compensate your best talent with incentive plans that go above and beyond the traditional 401(k) plan
  • Vendor search, selection, benchmarking, and fee negotiation on your behalf
  • Participant education and engagement initiatives in digital, group, and one-on-one formats
  • Investment menu design to give participants access to professional managers and products while reducing fees
  • Creation and maintenance of Investment Policy Statement (IPS)
  • Identifying areas of elevated ERISA liability risk

We operate as your organization’s advocate and experienced advisor, independent of any affiliation with plan and investment fund providers to deliver the retirement plan your organization and its employees deserves.