Driven by robust technology, systems and services, Mersberger Advisory Group has a unique ability to help create successful retirement plan outcomes for plan sponsors and participants alike.
Whether you’re a start-up or an established business, a non-profit or a government agency, we can help you offer an employee retirement plan that simplifies your administrative efforts, meets the needs of a diverse workforce, and is structured and delivered in a way that promotes participation. There’s more to a retirement plan than simply selecting a plan and offering it to your employees. The plan must be a good fit for everyone’s needs, from management to entry-level employees.
Our passion and commitment is to assist you with the design, implementation and on-going support of an employee retirement plan that best suits the needs of both your company and your workforce. As an independent Registered Investment Advisor, we serve as a fiduciary acting solely on your behalf and are committed to your success. We adhere to a high fiduciary standard of care, enabling you to offer a diversified mix of investment options, education and personalized counseling to your employees as they pursue their retirement goals.
Our firm’s size and scale provides its clients with the deep knowledge, creative thinking and industry experience necessary to help deliver a tailored solution. We are:
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