On-Going Advisor to the Committee
MJM401k has developed the right tools to successfully analyze, understand and support you in the ongoing management of your 401(k) plan. Using an effective process and disciplined approach, we ensure that at all times you have...
The Right Plan Investments
- Maintain and update Investment Policy Statement
- Ongoing investment and monitoring criteria
- In-depth fund monitoring
- Quarterly Committee meetings
- Quarterly investment review, recommendations and documentation
- Implement fund changes as appropriate
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The Right Support for Plan Administration and Operations
- Day-to-day technical resource for internal staff
- Serve as liaison with plan provider
- Continual review of plan operations and reports
- Annual due diligence monitoring of plan provider fees and services
- Preparation of Committee Meeting Minutes, Board Resolutions, Committee Charter and other Fiduciary process documentation
- Successful integration of the goals of Finance and Human Resources
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The Right Plan Design and Communications
- Report on marketplace trends and development impacting 401(k) plans
- Assist in setting annual communication strategy and plan initiatives
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The Right Assistance for Participants
- Participants may always contract us by phone or e-mail with questions
- We provide them with objective answers to their questions
- We have no other product to sell them
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Project-Based Advisor to the Committee
MJM401k has an in-depth understanding of all aspects of the design and management of 401(k) plans as well as significant experience in the 401(k) marketplace. Recognized industry professionals, we have the knowledge, information and relationships to provide you with the insight you need to make informed choices and decisions about your plan.
| Various Projects |
- RFP and Provider Searches
- Development of Investment Policy Statement (IPS) and Fund Review
- Plan and Expense Analysis, Benchmarking and Fee Negotiation
- Employee Communications and Education Strategies
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