More Information for Plan Sponsors

Employer Sponsored Retirement plans are an excellent way to retain your competent staff by rewarding employees for their loyal service in a tax efficient structure, which benefits both the company and the plan participants.

Michelle Ogden & Company can assist your company in designing a Retirement plan that will meet your specific goals. Through our affiliation with a nationally recognized third party plan administrator (TPA) and nationally recognized custodians, we can provide a plan that does not require any hard work on the part of the plan sponsors. Further, transparent pricing is key to the plan and you will have full disclosure on costs prior to engaging Michelle Ogden & Company and the other parties. The fees for our investment advisory services, as well as the plan administrator and custodial fees will be clear and competitive.

When it comes to a Retirement Plan there are many different entities involved and each play an important role; however, please remember that Michelle Ogden & Company is the core of this group. Therefore, any question or comment can be filtered through our firm. If we can't answer the question, we will go to one of our affiliates to get the answer and respond to you without delay.

• To get started today, please fill out our online Retirement Plan Questionnaire and submit online or print out and return it to our offices via mail, email or fax.

In addition to being the plan advisor of record, we also do consulting on a flat fee basis for Plan sponsors wanting to evaluate their existing Retirement Plan offering. 
 

Plans include, but are not limited to, Defined Benefit, Cash Balance, Target Benefit, Money Purchase,  Profit Sharing, 401(k), ESOP, 403(b), New Comparability, SEP, SIMPLE, & Employer Sponsored 529 College Saving Plans.