Retirement Plan Group
For businesses and corporations preparing for employees’ futures, this group serves as a plan fiduciary in areas of ERISA compliance, investment consulting and employee education.
What We Do
We continue to update our process to serve you best. Plan sponsors have specific fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA). Recent legislation, regulatory guidance, lawsuits, industry developments, and media scrutiny have brought ERISA sections 404(s) and 404(c) under increased examination. Compliance requires significant attention and continuing education. Our purpose is to help you understand – and meet – your fiduciary obligations. Depend on our commitment to learning more every day. MCF serves as a plan fiduciary.
Our team is comprised of individuals from diverse educational backgrounds to provide you with a range of expertise – from MBAs to PhDs. We foster a collaborative environment in order to deliver a complete picture of your financial position.
Our Philosophy Lives in Our Process
We trust the market. What does this mean? We believe that you cannot consistently outperform the market nor be distracted by market outliers. They’re short-term. The combination of our beliefs in market efficiency and mean reversion serve as the bedrock to our philosophy on what drives long-term investment success: capturing market returns over time. Excessive investment costs erode returns over time. Excessive downside risk can destroy asset values.
Our Independence, Your Benefit
We are compensated on a contracted fee basis. We never use proprietary products and do not receive compensation from investment product providers. By aligning our compensation with the success of your portfolio, we receive our income from serving, not selling.