We coordinate your retirement plan so you can focus on your business.
As a fiduciary to your Plan, Meridian takes on your liability.
Our advisory staff offer services to each and every participant, in person, on site.
We hold ourselves accountable for earning your business and do not hide any fees behind closed doors.
Meridian serves as Discretionary Trustee and Named Plan Administrator for all our retirement plan clients. As a fiduciary, we vastly minimize the Plan Sponsor’s liabilities. We are ethically and legally obligated to independently act in the best interest of your plan and its participants. You will not find a financial services provider that does more for you in the realm of retirement plans. Outside of using due diligence in Trustee selection, Plan Sponsors are only expected to provide accurate demographic and payroll data. That’s it! We do the rest.
YOU TELL US WHAT YOU NEED.
We Handle the Rest.
We believe our services provide a wealth of value to each and every saver and plan sponsor. We hold ourselves accountable for earning your business and review fees with every Plan Sponsor, every meeting. We offer personalized investment advice to all plan participants. At a minimum, we cover contribution amounts and asset allocations designed to align personal savings habits with specific retirement goals.
The Meridian retirement team makes it a point to do in-person enrollments so that each and every participant gets started on the right foot with a savings plan in place. During periodic visits to each Plan Sponsor, Meridian advisors will offer one-on-one meetings to all interested participants year after year.
Our retirement services team does all the plan administration so you don't have to.
Meridian serves as a Discretionary Trustee and Named Plan Administrator for all our retirement plan clients. From plan design, eligibility tracking and compliance testing to filing and signing your 5500, we have you covered year in and year out.
As a Plan Sponsor, you are expected to provide accurate demographic and payroll data to our retirement services team. That's it! We do the rest.
A Plan Sponsor's liabilities
are vastly minimized when Meridian serves as trustee to the Plan. We are obligated to act in the best interest of your Plan and its participants. This mentality serves as basis for all the work we do for our clients.
Our advisory team periodically visits each Plan Sponsor and works with your schedule to meet with every participant. We make it a point to do in-person enrollments so that each and every investor gets started on the right foot with a saving plan in place.
We believe our services provide a wealth of value to each and every saver and Plan Sponsor. We know we are privileged to have your business, and therefore we review fees with every Plan Sponsor, every meeting.
LET US HELP YOU WITH YOUR CORPORATE RETIREMENT.
Get in Touch With Us.