Retirement Services for Employers

Driven by robust technology, systems and services, Mersberger Financial Group has the ability to help create successful retirement plan outcomes for plan sponsors and participants alike.

Employer Services
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Coworkers stand and talk to each other around desk
Coworkers stand and talk to each other around desk

Plans Fit for Everyone's Needs

Whether you’re a start-up or an established business, a non-profit or a government agency, we can help you offer an employee retirement plan that strives to simplify your administrative efforts, meet the needs of a diverse workforce, and is structured and delivered in a way that promotes participation. There’s more to a retirement plan than simply selecting a plan and offering it to your employees. The plan must be a good fit for everyone’s needs, from management to entry-level employees. 

Our passion and commitment is to assist you with the design, implementation and on-going support of an employee retirement plan that best suits the needs of both your company and your workforce. As an independent Registered Investment Advisor, we serve as an investment fiduciary acting solely on your behalf and are committed to your success. We adhere to a high fiduciary standard of care, enabling you to offer a diversified mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals.

Why Mersberger Financial Group

Our firm’s size and scale provides its clients with the deep knowledge, creative thinking and industry experience necessary to help deliver a tailored solution. We are:

  • An independent investment fiduciary advisor committed to your success
  • Focused on retirement plans. We don’t just dabble in retirement plans.
  • Passionate about delivering “level 10” service to our clients
  • Committed to positive outcomes for plan sponsors and participants
    How We Can Help + Our Services

    Fiduciary Support

    • Investment Policy Statement Review
    • Investment Selection including 3(21) & 3(38) Services
    • Performance Monitoring and Reporting
    • Selection and Monitoring of QDIAs

    Fee and Service Review

    • Benchmarking of Provider Fees and Services
    • Review ERISA Spending Accounts or PERAs
    • Generate/Evaluate Service Provider RFPs
    • Service Provider Transition or Plan Conversion
    • Employee Engagement

    Group Education Meetings

    • Support Individual Employee Questions
    • Quarterly Newsletter / Learning Webinars
    • One-on-one meetings
    • Financial Wellness
    • Individual Participant Advice and Education
    Mersberger Employer Strategy

    Services for Employers

    SERVICES TO HELP YOUR EMPLOYEES PURSUE THEIR FINANCIAL GOALS

    Let’s Create Your Financial Success Story

    Contact Us to Get Started

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