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Our Services

At MJM401k, we provide employers and employees with an unmatched suite of 401(k) services. Our clients rely on us for our expertise and guidance with every aspect of their plans.

Plan Governance and Fiduciary Documentation

  • Develop and maintain Committee Charter
  • Develop and maintain Investment Policy Statement (IPS)
  • Lead Quarterly Committee Meetings
  • Prepare Committee Meeting Agenda and Minutes
  • Maintain Ongoing Fiduciary Log
  • Store all Fiduciary Documents on our Secure Client Website
  • Deliver Annual Report and Presentation to the Board of Directors

Plan Investments

  • Design Investment Architecture
  • Select Qualified Default Investment (QDIA)
  • Select Investment Fund Options
  • Continually Monitor Ongoing Investment Funds
  • Conduct Investment Fund Searches

Plan Design

  • Monitor Marketplace Trends and Best Practices
  • Benchmark Plan Design Features
  • Benchmark Plan Success Measures
  • Recommend Plan Design Changes
  • Model the impact of Plan Design Changes
  • Assist in Communicating Plan Design Changes

Employee Communications and Education

  • Develop Annual Communications Strategy
  • Review/Edit all Provider Communications
  • Monitor and Review all required Notices and Disclosures
  • Conduct Employee Meetings as needed
  • Remain available to all employees by phone or email

Plan Provider Oversight

  • Review Provider Fee Disclosures
  • Benchmark Provider Fees and Services
  • Conduct Provider RFP
  • Assist in New Provider Conversion/Implementation
  • Review Provider Compliance and Reporting
  • Meet with Provider Leadership Team
  • Monitor Provider Product Development and Service Enhancements