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.

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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.

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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: Direction, Degree and Timing

May 27, 2020

By Bill Hornbarger, Chief Investment Officer at Moneta (@MonetaCIO) After a difficult March, equity markets stabilized and generally rallied during...

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...

Stabilizing March Market Madness: What Will it Take?

Apr 1, 2020

With the passage of the federal government’s latest stimulus package for the U.S. economy, we see signs that market stabilization may be on the...

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WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

The industry average is one advisor per 100 clients. The Kukla McGinnis Brown Team strives to deliver the highest level of service to our clients; therefore, we maintain a one-advisor-per-50-clients ratio. We are dedicated to investing in our team’s growth and future with a focus on developing the next generation of advisors. We work with simple and complex families and institutions in cities across the country. We are well situated to handle practically any of our clients’ various financial needs.

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Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

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We outline the optimal path to preserve and grow assets across multiple generations.

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RETIREMENT PLAN CONSULTING SERVICES

MONETA PROVIDES

Comprehensive education

unbiased guidance

Fiduciary support

selection

Savings

customization

COMMITED TO KEEPING YOUR ORGANIZATION PROTECTED AND YOUR PARTICIPANTS ON TRACK

RECENT ARTICLES

Investment Report: Direction, Degree and Timing

Year-End Tax Planning Opportunities

Stabilizing March Market Madness: What Will it Take?

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

WHAT HAPPENS WHEN YOUR ADVISOR RETIRES?

WHAT IS YOUR CLIENT-TO-ADVISOR RATIO?

Working with you, we design a meaningful strategy for giving back to the community based on a shared vision and family values.

We outline the optimal path to preserve and grow assets across multiple generations.

We develop and implement the best plan to educate and encourage family members for generations to come.

We help determine the future role of the business in the family enterprise.

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