RETIREMENT PLAN CONSULTING SERVICES

Moneta goes further for you – and your participants. We offer high-touch service, results-based participant education, and unbiased advice – all honed through decades of experience for qualified and non-qualified plans.

We measure success through our ability to help you and your participants succeed, and these efforts are supported by a dedicated group of retirement plan specialists who are passionate about making an impact on people’s retirement.

MONETA PROVIDES

Comprehensive education

Lead participants to better retirement outcomes through comprehensive participant education programs, including program development, group and one-on-one meetings, communications management, and retirement readiness counseling.

unbiased guidance

Give participants access to high-level, impartial financial support typically only available to high net worth families.



Fiduciary support

Meet the client’s fiduciary obligations with the protection of a 3(38) discretionary investment management platform and provide fiduciary governance consulting to help guide plan sponsors in their decision making process, documentation and other fiduciary responsibilities.

selection

Offer participants all-institutional investment line-ups, including target-risk and target-date funds, as well index funds and collective trusts to help reduce costs.



Savings

Manage expenses for vendor services, and provide fee benchmarking and fee analysis.

customization

Custom-design plans to meet the unique objectives of all plan participants, including the unique challenges that face owners and senior leaders.

COMMITED TO KEEPING YOUR ORGANIZATION PROTECTED AND YOUR PARTICIPANTS ON TRACK

Let us focus on the complexities of ever-changing laws, regulations and markets—so you can focus on running your business. Contact Moneta to begin a conversation about designing a custom retirement plan solution for your organization.

TAKE YOUR FIRST STEP WITH MONETA

RECENT ARTICLES

Investment Report: 2020–The Best of Times and the Worst of Times, so Far…

Jul 31, 2020

We are only halfway through 2020 and already it has been one of the most unique investing years in memory. If the biggest surprise of Q1 was...

Year-End Tax Planning Opportunities

Dec 10, 2019

With year-end quickly approaching, taxpayers still have a few weeks left to plan ahead with strategies that could provide meaningful tax savings. We...

FA Magazine Honors Moneta Partner Nicole Bailey Among “Young Advisors to Watch”

May 29, 2020

Driven by her passion for promoting females in financial services, Nicole Bailey became Moneta’s youngest female Partner in January 2020. Nicole’s...

SEE ALL POSTS

WHO OWNS THE FIRM YOUR ADVISOR WORKS FOR AND WHAT IS THEIR 10-YEAR PLAN?

Statistics show that a large percentage of advisor firms will sell or merge in the next 5-10 years. Many firms in our space are owned by private equity firms driven to sell at a profit. The excess of private equity capital currently in our industry leaves opportunity for consolidation and a large incentive for return-focused investment managers to sell or merge. Moneta is different because we are partner–owned. We fiercely protect our independence. This allows us to directly align with our clients’ long-term interests while delivering a level of service and loyalty only a completely independent company without external shareholders can offer.

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

Continuity and sustainability should top your list of priorities as a client evaluating your financial advisor. Unfortunately, most advisors sell their practices to a consolidator, leaving their clients to fend for themselves. The Kukla McGinnis Brown team won’t do that to you. We proved our loyalty to clients by successfully executing advisor succession plans in the past. We currently have a 20-year strategy in place to ensure we never stop taking care of our clients and future generations.