Corporate Retirement Plans

                                          

  Do what you do best......
  When it comes to retirement plans, let us do the rest.

You're doing what you do best--- running your business.  Having a retirement plan is a powerful way to attract and retain employees, cut your tax bill and lay the foundation for a more secure financial future. Yet, with the day-to-day demands of your business, we know sponsoring a retirement plan is not as simple as it sounds. That's where McLaughlin Asset Management, Inc. comes into the picture.

 

Take the burden off your shoulders

We believe that financial advisors who dabble in retirement plans lack the critical focus that clients deserve.  This is a disservice to clients who are not getting the time, attention and expertise needed in the complex world of retirement plan operations and investing.

Our goals are clear, yet essential. Here's what you can expect from us:

  • Ensure you have the right retirement plan for your company
  • Limit your fiduciary liability by serving as a 3(21) co-fiduciary
  • Feel comfortable with your investment selection(s)
  • Convey the value of your retirement plan to your employees
  • Simplify your role


Why we are different

We are not your typical large consulting firm.  At McLaughlin Asset Management, Inc., we pride ourselves on our differences from the competition.  We spend time to really get to know the organization, industry and challenges clients face. Our discovery process allows us to design a better solution and ultimately help employees prepare for retirement. 


Commitment to Best Practices with RPAG


A commitment to best practices is a given if you work with us.  But, what is RPAG and why is it significant?  RPAG is the acronym for the Retirement Plan Advisory Group,  an affiliation of the nation's leading retirement plan advisors.  We are a member of this organization, which sets us apart and gives us access to a depth of resources  available only to affiliated advisors.  Together, RPAG members have over $200B in assets under advisement and work with 401(k) plans for several Fortune 500 companies including LG, Google, Jet Blue, Taylor Made & Albertsons.   Being an RPAG member allows us more than sharing best practices, it offers a state-of-the-art technology and practice management platform that provides its members with fiduciary assessment tools, a proprietary and comprehensive fund due diligence scoring system and price benchmarking, and RFP capabilities to assess plan competitiveness.    

Through RPAG's robust technology platforms, we maintain full plan accountability which provides our clients with the following technology benefits:

  • A proprietary Scorecard SystemSM  that delivers quantitative and qualitative metrics on an entire universe of 25,000+ funds and dozens of investment platforms.
  • A Fiduciary Fitness Program™ for holistic plan compliance to better protect fiduciaries and prepare plan participants.
  • Use of the B3 Provider AnalysisSM  for unparalleled fee, service and investment benchmarking of over 100 service providers.
  • 24/7 access to detailed plan performance reports through the Fiduciary Briefcase™ virtual online portal.

 

Corporate Retirement Plans Group News

McLaughlin Asset Management, Inc. Only SJ Firm to Make NAPA Top DC Advisor Firm List - October, 2017

McLaughlin Asset Management, Inc. Selected FT Top 401 Retirement Advisors - October, 2017

Walter A. Eife Earns QPFC Credential from National Association of Plan Advisors - April, 2016

McLaughlin Asset Management, Inc. Selected as Top 401(k) Retirement Advisors - September, 2015

Walter A. Eife Selected for Gathering of Nation's Elite Financial Advisors - July, 2015

Walter A. Eife Selected for Gathering of Nation's Elite Financial Advisors - September, 2014