Retirement Plan Consulting
The partnership between you and JMB Financial is guided by four key tenets that are essential to running an effective retirement plan:
1
Objective Advice
Our advice is objective and independent. We are not affiliated with any particular vendor or fund family.
2
Meaningful, Timely Information and Research
We offer you deep industry insights and knowledge of the regulatory landscape that enable you to make sound choices and help fulfill your fiduciary responsibilities.
3
Access to Value-Added Investments and Services
We deliver dynamic research to help you tap and monitor leading and experienced investment teams.
4
Unparallelled Service
We are committed to easing your administrative burden and providing what you and your employees deserve — comprehensive service and great financial education.
Consulting
At JMB Financial we deliver specialized and objective advice to develop, design and implement retirement programs for employees and executives. By providing exceptional service and advice, we ease your administrative burden and strive to ensure that your retirement plan is compliant, reasonably priced and supports your organization and employees.
Investment Advisory
As a fiduciary, JMB Financial acts as an independent advisor to recommend and monitor investments that help maximize returns while minimizing risks. Our co-fiduciary services help mitigate the burden placed on current plan fiduciaries by measuring your plan’s risk and cost benchmarks. Our prudent process begins with a review or development of your Investment Policy Statement.
Employee Communications
We customize effective employee education and communication programs based on your unique needs. Our one-on–one sessions help your employees make informed decisions and better prepare for retirement. We can also integrate our stand-alone employee financial education with your existing vendor.
Vendor Management
By leveraging our industry knowledge and robust data, we benchmark your plan against national norms and make comprehensive recommendations for improvement based on investments, costs and compliance. We also analyze vendor proposals, negotiate pricing, provide recommendations and help implement your plan.