Retirement Consulting

At MJ Retirement, we specialize in managing retirement plans and financial wellbeing programs, partnering closely with employers to make strategic decisions that truly impact financial outcomes.

Our Holistic Consultative Approach

As an integral part of MJ Benefits+, we’re poised to meet your evolving needs as the marketplace moves away from a siloed approach for employee benefits, retirement, and compensation management and evolves to an integrated total rewards philosophy.

We can uniquely address your retirement plan design via our data-driven solutions and integrated approach to analytics, providing insights that can improve your bottom line and create a superior experience for your employees.

Retirement Services

We offer a variety of comprehensive retirement consulting services—all designed to meet the unique needs of your organization.

Our services include:

Financial Wellbeing Programs

Our team will craft a program that fits your culture and plan objectives. We offer programs tailored to your unique objectives and employee needs.

Fiduciary Governance and Oversight

We can help assist in the set-up or evaluation of your retirement planning committee for optional performance. We also offer initial and ongoing fiduciary training, conflict of interest education, and fiduciary documentation.

Investment Advisory

Acting as a fiduciary, we select and monitor the investments in your retirement plans, reviewing them with you regularly.

Retirement Plan Design

We work with you to understand your objectives, analyze your employee demographics, and develop solutions that can help improve outcomes for your participants. As your workforce and objectives change we make sure your retirement plan remains effective and operates efficiently.

Vendor Searches

We are there from start to finish in the search, evaluation, negotiation and conversion process. Serving as your advocate, we help you find the best vendor for your needs and take advantage of all of the services offered to ease plan administration and give your participants a positive experience. Not just recordkeepers, but auditors, attorneys or any other vendor providing services to your plan.

Contact Us

We want to hear from you. Please visit us in Indianapolis, Phoenix, or Denver—or fill out our contact form.

Contact Us