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

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Truly Independent – We are fierce advocates of the fiduciary standard – always putting the needs of our clients first. We are 100% independent, 100% objective and 100% privately owned.

Family Office Services – From private equity to private transportation to private foundations, we offer wealthy families access to a wide range of specialized expertise – all under one roof. Moneta is the premier choice for ultra-high net worth families.

Family CFO Services – Successful CEOs depend on their executive team to help make wise decisions. This includes having a CFO for tax, financial and sometimes legal decisions. As the CEO of your family, you may have real estate, taxes, trusts, businesses and investments to manage. We serve as your Family CFO to help you make wise financial decisions so you can spend more time doing what you love (and we assume that’s not tax calculations).

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.