Who We Are
Our goal is a successful retirement plan for plan sponsors and their employees. Proper plan design can offer significant cost and benefit advantages to employers while helping participants be better prepared for their own future needs. FMB brings over 90 years of experience in providing, professional retirement plan advice. Services may include:
- Strategic Planning and Investment Policy Services
- Plan Benchmarking
- Plan Design
- Third Party Service Provider Liaison
- Coordination with Other Consultants
- Participant Education and Communication
Our clients enjoy the peace of mind that our advice is always for their exclusive benefit.
Agreements are in writing. Compensation is fee‐only, and fully disclosed.