You | Your Business | Your Employees
We’ll be the ally that’s looking after them all
As a small business leader, a lot can get put on your shoulders. Beyond your personal career, you’re responsible for making decisions that impact the future of your business as well as your team.
We understand the burden this can bring, which is why we’re here to make your 401(k) planning easier. Our goal is to serve as your lifelong partner, helping you set up an optimal plan, managing it over time—and working one-on-one with your employees towards a future of financial stability.
Offering Proactive Planning & Customized Support
Helping you reduce fiduciary risk through our detailed due diligence process is a core part of what we do. We’ll do this in part by establishing or enhancing your plan committee, investment policy statement and documentation.
Investment Selection & Monitoring
We’ll recommend, select and monitor your 401(k) plan investments as your plan's 3(38) advisor. Additionally, we’ll help you remain compliant with your investment policy statement—and stay consistent with your plan goals.
Plan Review & Design
9M Investments will review your current 401(K) and develop one in alignment with your organization's goals. As your partner, we’ll regularly work to confirm that your plan is accurately administered and compliant with regulations.
Record Keeper Management
To reduce the burden of managing vendor relationships, 9M Investments partners with several record-keeping service providers. Based on your needs, we will work with the TPA that makes the most sense for you.
Bench-Marking (RFP) Services
Derive greater value from your 401K plan costs. 9M Investments will evaluate your current fees and services based on industry benchmarks and will help secure a successful transition.
We’ll inform your team about your retirement plan, and each participant will also have the opportunity for a financial wellness meeting. These one-on-one meetings consist of retirement projections, debt strategies, budgeting and general financial education. We’re dedicated to helping your employees establish and achieve their retirement goals.
Partnering with 9M Investments
An Organized Plan | A Simplified Process | Improved Morale
Your retirement plan presents an opportunity for every individual who makes up your business, and we’re committed to helping you take advantage of that. When you and your team feel the confidence that comes from a robust plan—your all-around experience in the workplace is enhanced.
If you have a few questions or you’d like to begin the process for 9M Investments to conduct a review of your current plan, we invite you to schedule a call with us.