401(k)/403(b) Business Solutions
Why?
A retirement plan can help your company attract and keep valuable employees and provide tax advantages to your business.
Support
McNab Financial guides businesses starting with the exploration process of opening a retirement plan all the way to the implementation. McNab Financial sets itself apart from other investment firms by providing financial education seminars, worksite retirement counseling, and wealth management to our retirement plan participants.
Costs
Many businesses fear that opening a retirement plan will be too costly. This is not the case. Most businesses will pay a one time fee from $0 up to $2,500 to open or convert a plan with McNab Financial. Ongoing costs to the business usually range from $0 up to $500 per quarter to maintain the plan. Additional fees based on assets-under-management apply directly to the accounts of plan participants.
Fiduciary Responsibilities
Businesses hire investment firms like McNab Financial to help limit their fiduciary risks and responsibilities.
Funds
McNab Financial will help your company choose from thousands of mutual funds that include mutual fund families such as Vanguard, Fidelity, and Dodge and Cox.
Shouldn’t your retirement plan reflect your values?
McNab Financial offers socially responsible retirement plans that include mutual funds based on the core value of your business. Some companies may be concerned with “green” values while others may want to take a faith-based approach. McNab Financial will help your company choose the mutual funds that fit your values from fund families such as TIAA-CREF, Green Century Funds, and Epiphany Funds.