About Us Contact Us
Our Team Services - Businesses Services - Individuals Press Room
Provider Evaluation
Retirement Plan Consulting & Investment

M Advisory Group understands the importance of selecting a competent team of specialists for your plan, including the right retirement plan provider. We guide our clients every step of the consulting process from initial setting of goals and objectives to provider evaluation and recommendation.


Our streamlined market survey, Request for Proposal (RFP), and unique evaluation process include a thorough assessment of performance strategies and providers. Our skilled advisors will expediently deliver comprehensive comparison reports of various providers best suited for your company, complete with thorough evaluations of each provider’s capabilities, fee comparisons, and critical plan-specific requirements.

 

-> Fiduciary  Guidance &
Our Services Include...
  • Preparation of a Request for Proposal (RFP)
  • Provider Comparisons
  • Estimation of conversion plan expense
  • Fund Screening Report
  • Recommendation of provider suitability
  • "Signature Ready" correspondence to participants

Copyright @ 2008. M Advisory

Securities and Investment Advisory Services

M Advisory Group is independently

 
ABOUT US Contact Us Contact Us Our Team Services - Individuals