Employee's roadmap to retirement readiness.
As an independent retirement plan consultant, Michigan Planners Retirement Services provides its clients with access to the industry’s best products, providers, and services. Our goal is to help employees create a realistic road map to retirement and to create a retirement plan for our clients with minimal administrative costs.
Consulting and partnering in all areas of plan design for defined contributions (401(k),, 457, profit sharing), defined benefits (traditional and cash balance), employee stock ownership plans (ESOPs), and non-qualified plans.
Strong Commitment to Retirement Plan Education
Successfully enroll eligible employees at appropriate contribution levels. Consult with employees to make them aware of their current “Retirement Readiness” status through personalized retirement reports and ongoing employee reviews.
Fee Transparency in All Areas
(Recordkeeping Investments, Fiduciary Services, & Financial Professional)
Clear separation of expenses, lower-cost investment options, and assistance in managing fiduciary responsibility.
Clear Understanding of Deliverables
Clients receive a detailed service agreement which outlines investment reviews, benchmarking plan costs, and education meetings, both all-staff and one-on-one.