401(k) Plans

We coordinate your retirement plan so you can focus on your business.

Simplified Administration

Liability Relief

Personalized Service

Transparent Fees

As a fiduciary to your Plan, Meridian takes on your liability.

Our advisory staff offer services to each and every participant, in person, on site.

We hold ourselves accountable for earning your business and do not hide any fees behind closed doors.

YOU TELL US WHAT YOU NEED.

We Handle the Rest.

 

We believe our services provide a wealth of value to each and every saver and employer. We hold ourselves accountable for earning your business and review fees with every employer, every meeting. We offer personalized investment advice to all plan participants. At a minimum, we cover contribution amounts and asset allocations designed to align personal savings habits with specific retirement goals.

 

The Meridian retirement team makes it a point to do in-person enrollments so that each and every participant gets started on the right foot with a savings plan in place. During periodic visits to each employer, Meridian advisors will offer one-on-one meetings to all interested participants year after year.

Our retirement services team does all the plan administration so you don't have to.

LET US HELP YOU WITH YOUR CORPORATE RETIREMENT.

Get in Touch With Us.

CONTACT

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