Finding a good retirement plan provider can be difficult, whether it’s your first time or you’re on the hunt for a new one. This ebook provides a guide to what you should be looking for in a provider, as well as what you should avoid.
Our Managing Director of Employer Retirement Plans, Paula Friedman, lays out how to perform a thorough review of your corporate retirement plan to make sure the fees you’re paying are reasonable and your employees needs are being met.
Every company has different goals for their retirement plan. A retirement plan advisor helps cater the plan to your specific needs. Paula Friedman explains how a properly managed retirement plan can accomplish a variety of objectives.
Are you looking for a new retirement plan advisor? Make sure they answer these questions first.
Compare retirement plan service providers against this list of essential criteria.
This retirement plan evaluation form is designed to help you document your search for a new provider.
Ever wondered if your company would benefit from a cash balance plan? Download this questionnaire to find out.
Ever wonder what all those fancy names for retirement plan advisors really mean? This fact sheet removes the mystery.
Find out how your employees feel about the retirement plan you are providing using this survey.
This calendar describes how we work with our employer plan clients, including what goes on “behind the scenes.”
This calendar helps you compare different retirement plan options for your business.
Our Office Locations
8200 Greensboro Dr, Suite 1150, McLean, VA 22102
P: (703) 827-0636 | F: (703) 556-8628
264 South River Rd, Bedford, NH 03110
P: (603) 413-6060 | F: (603) 215-3511
Call Us Toll Free (866) 827-0636
About McLean Asset Management Corporation
Headquartered in McLean, Virginia and with offices in Bedford, New Hampshire, McLean Asset Management Corporation was founded in 1984 and offers retirement planning, including wealth management and investment advice, to individuals and employer retirement plans. We are registered investment advisers who take seriously our Fiduciary Standard of Care duties.