A 401K Plan That’s Worth the Investment

Is your 401K Program Underperforming?

Fees too high? Compliance issues? Too much admin time? If you feel that your 401K could be more efficient, it may be time to see what’s under the hood. Meridian Wealth Partners has helped hundreds of our neighbors into 401K programs that are better suited for their business, and we might have a better solution for you, too. Contact Dan McCusker for a quick and free evaluation of your current plan. Then, if we can make your business life better and easier, we will.

To get started today, contact:
Dan McCusker, CFP®, MBA, AIF®
610.272.4700
dmccusker@meridianwealthpartners.com

Is your 401K Program Underperforming?

Fees too high? Compliance issues? Too much admin time? If you feel that your 401K could be more efficient, it may be time to see what’s under the hood. Meridian Wealth Partners has helped hundreds of our neighbors into 401K programs that are better suited for their business, and we might have a better solution for you, too. Contact Dan McCusker for a quick and free evaluation of your current plan. Then, if we can make your business life better and easier, we will.

To get started today, contact:
Dan McCusker, CFP®, MBA, AIF®
(610) 272-4700
dmccusker@meridianwealthpartners.com

Are your employees trying to tell you something?

Today’s employees value transparent, tangible benefits that fit with their lifestyles. They will shop around to get the best return on their investment. Some compare retirement plans with their spouses. Others work with financial advisors and place their money with the planner who gives them the best answer and the most confidence. So, how can you tell if your employees are exploring better options?

How do you know if your employees are exploring their other options?

  • Does your retirement plan come with hidden fees? Over the long term those seemingly small fees add up to quite a bundle.
  • Are your employees confused about who to talk to when they have a question about their retirement plan?
  • Is your employee participation less than stellar?

The Meridian Wealth Retirement Plan® At a Glance

Features:

Our Plan:

Typical Plan:

Transparent Pricing, No Hidden Fees

YES

NO

Fiduciary Protection For Plan Owner

YES

NO – or available for extra fee

Plan Administration & Services

Fully Integrated

Fragmented by service provider

Time Commitment Of Your HR/Staff

Minimal

Extensive

Single Day-To-Day Point Of Contact

Provided by Meridian Wealth Partners

NO

Employee Financial Planning & Advice

Fiduciary, provided by Meridian Wealth Partners

Provided by insurance company or broker

Sold Through Brokers

NO

YES

Requires Use Of Proprietary Investment Funds

NO

YES

The Meridian Wealth Retirement Plan® At a Glance

Transparent Pricing, No Hidden Fees

Our Plan:

YES

Typical Plan:

NO

Fiduciary Protection For Plan Owner

Our Plan:

YES

Typical Plan:

NO – or available for extra fee

Plan Administration & Services

Our Plan:

Fully Integrated

Typical Plan:

Fragmented by service provider

Time Commitment Of Your HR/Staff

Our Plan:

Minimal

Typical Plan:

Extensive

Single Day-To-Day Point Of Contact

Our Plan:

Provided by Meridian Wealth Partners

Typical Plan:

NO

Employee Financial Planning & Advice

Our Plan:

Fiduciary, provided by Meridian Wealth Partners

Typical Plan:

Provided by insurance company or broker

Sold Through Brokers

Our Plan:

NO

Typical Plan:

YES

Requires Use Of Proprietary Investment Funds

Our Plan:

NO

Typical Plan:

YES

The Meridian Wealth Retirement Plan® Difference

The Meridian Wealth Retirement Plan goes above and beyond the typical employee 401K plan to offer transparent pricing, business protection, and commitment to service. That’s why it’s the plan offered to all Meridian Bank employees.

For Your HR Staff:

Now they can focus their time on your business needs. With The Meridian Wealth Retirement Plan, we serve as the point of contact for employees, instead of your busy HR staff.

Advantages include:

  • Reliable, day- to-day point of contact.
  • Meridian takes care of compliance services including document plan testing and 5500 preparation.
  • We communicate to your program participants.
  • We manage and track: 1099 delivery, withdrawals, terminations, rollovers, verification for death claims, QDRO verification and processing.

For Your Employees:

Empower your employees to take control of their investments. The Meridian Wealth Retirement Plan® comes with a top-rated mobile app(1) so employees can adjust contributions, re-balance their portfolios, estimate their monthly income in retirement, and make changes to their retirement program in real time.

Advantages include:

  • No hidden fees. The plan provides annual fee disclosure statements.
  • Education through quarterly or annual group presentations.
  • We also meet with employees one-on-one, in a fiduciary capacity, in order to review and revise their retirement goals or investment strategies, allowing them to take full advantage of our proprietary Progression of Wealth® financial planning platform.

Ask About Our Free Fiduciary Analysis

Our free evaluation of your current plan won’t take long. If you’ve already got a good plan, we’ll tell you so, and be on our way. But if there’s a chance to elevate your 401K plan above the status quo, we’ll be happy to show you how making a switch to the Meridian Wealth Retirement Plan could make for happier employees and a happier you.

Let’s Get Started!

For a quick and free evaluation of your current plan, contact Dan:
Daniel J. McCusker, Jr., CFP®, MBA, AIF®
Director
610.272.4700
dmccusker@meridianwealthpartners.com

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(1) Based on Apple Store app ratings and reviews as of May 9, 2018.

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