Our 401(k) Investment Philosophy

Our investment philosophy, centered on the foundations of an effective retirement plan, underlies all we do.

Our investment philosophy, centered on the foundations of an effective retirement plan, underlies all we do.

  • Virtually all long-term performance is explained by strategic asset allocation, prudent risk management.


  • A well-drafted Investment Policy Statement (IPS) outlines the retirement plans objectives and intentions. The IPS is the blueprint for measuring performance critera.


  • Prudent security selection is a matter of constructing portfolios that provide strategic diversification, management of risk, with a keen focus on cost of investment.


  • Exceptional service is the result of a dynamic process that includes periodically measuring results in a straightforward and understandable way.



MFG's Foundations of Retirement Plan Effectiveness

  1. Investment performance
  2. Investment cost
  3. Investment advice

MFG's Retirement Plan Services

  1. Selection of no-load mutual funds
  2. Fiduciary consulting services to plan sponsors
  3. Oversight of optimal plan design

Wide Variety of Plan Types

401(k)

403(b)

Profit sharing

Defined benefit

Cash balance

Startups

Seamless Operations

360 payroll integration with numerous payroll vendors and 24/7 support for seamless operations.

Retirement Plan Design

Retirement plans, tailored to your needs. One-size-fits-all is not in our vocabulary. We'll help design your plan to fit your specific business needs and goals.

Advanced Reporting

Advanced technology and reporting across your plan.

IS IT TIME FOR A PLAN REDESIGN OR BENCHMARK?

IS IT TIME FOR A PLAN REDESIGN OR BENCHMARK?

Last year's plan not fitting this year's needs? We're here to help.

We can benchmark your current plan to help determine if any adjustments are needed due to high plan cost, poor investment selection, shifting employee demographics, business growth, or legislation changes.


Have a Question?

Thank you!
Oops!