What We Do?

Business owners looking to provide a qualified plan for their employees face many challenges in doing so. What are the rules and guidelines when starting a plan? Who is going to provide unbiased and transparent advice as they sponsor a plan? These are questions that need to be answered. The regulation of qualified plans is a constantly changing and often times confusing endeavor for business owners who do not have the time or expertise to be tackling this challenge alone. Having the right consultant who understands the details of the regulatory system can make the plan a success for both the sponsor and participants. FMB provides expert services that include strategic planning and investment policy services, plan benchmarking and design, third party service provider liaison, coordination with other consultants, and participant education and communication. One of the most valuable services we offer is our Second Opinion service offered to friends and loved ones.

The FMB Blog

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                            If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...

The Impact of Inflation

  6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...