Corporate Retirement Plan Fiduciary Services

Plan sponsors have an important responsibility to establish and maintain retirement programs that are attractive to both plan sponsors and plan participants.

In today’s evolving and complex retirement landscape, the need for plan sponsors and fiduciaries to have independent and objective support is greater than ever.

They must ensure their retirement programs: are efficiently priced; capture competitive investment returns; have a disciplined process for evaluating investment options; meet the retirement needs of all participants—including highly compensated employees; and adequately educate employees on making sound investment decisions.

Our specialty services are designed to give plan sponsors and fiduciaries
full confidence they are meeting their responsibility to maintain a sound and competitive retirement program. Our process—including review, analysis, management and oversight—helps clients scrupulously maintain plans such as:

  • 401(k) Savings Plans
  • Thrift Savings Plans
  • Profit Sharing Plans
  • Money Purchase 401(a) Plans
  • 403(b) Savings Plans (ERISA and Non-ERISA)
  • Defined Benefit Pension Plans

 

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Investment Advisory Services offered through Molewski Financial Partners. Molewski Financial Partners is independently owned and operated and is a member of M Financial Group. Please go to www.mfin.com and click on “Disclosure Statement” at the bottom of the home page for further details regarding this relationship. Disclaimer

The principal place of business and the state of domicile for Molewski Financial Partners is: 100 Gateway Drive, Suite 300, Bethlehem, PA 18017. Phone: 610-865-2600.

Copyright 2008 Molewski Financial Partners

Proper state registration is mandatory prior to conducting business in any state.

Variable life and annuity products, as well as other securities products, may be sold in AZ, CA, CT, DE, FL, IL, MA, MD, NH, NJ, NY, PA, AND VA. Residents of other states should consult with a local registered representative for securities products.

Molewski Financial Partners is presently licensed to sell traditional life insurance in PA, NJ, FL, NY and CA (Michael D. Molewski, California license number 0826974). Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.