Retirement Plans

We help you experience the comfort of financial security for your future.

Every aspect of your qualified retirement plan is coordinated in-house so that you can focus on your business. We prepare your plan documents, handle all daily contact with participants, calculate contributions, enroll participants, process contributions, distributions, and  hardship withdrawals, and prepare all tax returns. The only thing the employer has to do is provide us with employee payroll and demographic information.

DON'T SWEAT THE DETAILS

We Manage Those for You

 

Meridian serves as Discretionary Trustee of your retirement plan. This significantly reduces your legal liability when compared to the typical trustee arrangement. We can help your employees grow their retirement accounts by providing specific investment advice to participants, not just investment education. Participants in Meridian retirement plans improve their long-term investment performance by taking advantage of our disciplined investment process. The owners and management of the companies employing Meridian as Discretionary Trustee reduce their fiduciary liability and can feel confident that an experienced Trustee is taking care of their employees.

WANT TO LEARN MORE?

Just Ask Us.

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