The Meridian Wealth Retirement Plan At a Glance
|Features:||Our Plan:||Typical Plan:|
|Transparent pricing, no hidden fees||YES||NO|
|Fiduciary protection for plan owner||YES||NO – or available for extra fee|
|Plan administration & services||Fully Integrated||Fragmented by service provider|
|Time commitment of your HR/staff||Minimal||Extensive|
|Single day-to-day point of contact||Provided by Meridian Wealth Partners||NO|
|Employee financial planning & advice||Fiduciary, provided by Meridian Wealth Partners||Provided by insurance company or broker|
|Sold through brokers||NO||YES|
|Requires use of proprietary investment funds||NO||YES|
Let’s Get Started!
For a quick and free evaluation of your current plan, contact Dan:
Daniel J. McCusker, Jr., CFP®, MBA, AIF®
Or, leave your information and we will contact you:
(1) Based on Apple Store app ratings and reviews as of May 9, 2018.