Moynahan Management Company (MMC) provides retirement plan advisory services to employers and employees. Private retirement plans have always been the major provider of post-employment income for workers in the United States. Corporate retirement plans are even more important today because of the poor financial condition of Social Security.

As employers have moved away from Defined Benefit Plans, because of their high cost; employees have taken on a greater burden of planning and managing their retirements.

The recent poor experience of the financial markets has shown that there is need for competent professional advice from experts in the retirement plan field. This is the mission of Moynahan Management Company.

Employers

MMC provides advice to employers regarding the design, implementation, and ongoing management of their company’s qualified retirement plan (401k, Profit Sharing Plan, Defined Benefit Plan, etc.).

Specific advice includes making sure the plan is properly designed to insure that the owner’s personal retirement goals are met. Plans can be designed which permit business owners to defer $50,000 or more annually to their personal retirement account. Also making sure that the plan is compliant with ERISA and Department of Labor regulations regarding such things as 404(c) requirements, Investment Policy Statements, and fund selection.

In addition, MMC will provide a complete cost analysis of the company’s retirement plan, including administrative fees, investment fees, and asset charges.

We Guarantee to Reduce the Costs of Your Retirement Plan.

Employees

MMC provides retirement plan advice to employees, both from a funding standpoint and from an investment standpoint. Our objective is to insure a financially secure retirement for all employees.