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

CLIENT QUESTION OF THE WEEK: What can we expect from the stock market in 2021?

1/12/2021 If there was ever a year that we were reminded of the difficulty of making stock market predictions, it was 2020. Yet, many investors continue to search for "expert" market outlooks in hopes of positioning their portfolio to outperform....

CLIENT QUESTION OF THE WEEK: How might a Biden/Harris administration impact the stock market?

11/18/20 Former Vice President Joe Biden is projected to secure the 270 electoral votes needed to make 1600 Pennsylvania Avenue his home for the next four years. With a new administration comes new policies, which may cause investors to make changes...