Trust Our Process
We develop a formal Investment Policy Statement. This statement helps define, implement and manage your retirement plan. We then select mutual funds that meet the needs of your participants. We help you monitor your retirement plan’s effectiveness by forming a Retirement Plan Committee with the plan’s fiduciaries.

Trust Our Knowledge
We know you have specific questions about reducing employee coverage costs, investment performance, plan expenses and hidden fees. So Meridian Trust performs due diligence to relieve your anxiety. We analyze all aspects of your retirement plan to give you the answers you need.

Trust Our Advice
With over 25 years experience in the retirement field, our retirement plan advisors provide information that helps your employees accumulate money for retirement. We provide specific investment advice, not just investment education.

Trust Our Protection
Managing your fiduciary duties can be complex. Meridian serves as the Discretionary Trustee, the highest form of protection you can receive from a provider. Other providers require an Appointed Trustee or Directed Trustee, arrangements that provide no real protection.
Click here to learn more about the benefits of having Meridian serve as your Discretionary Trustee versus a typical Directed Trustee.

Trust Our Monitoring
Meridian Trust recognizes that investment options and circumstances change over time. On a regular basis, we compare our investments to appropriate benchmarks. We replace under performing mutual funds to keep your portfolio strong.