Defined Benefit Plan Management
When the Plan is Defined
but the Risks are Great
Our Specialists Can Help Manage the Asset Pool and the Goals of the People Who are Counting on it.
Managing the dollars in a large asset pool is a tremendous responsibility that takes vision, skill and experience. At Maner Wealth, to properly manage a business’ defined benefit plan, our trusted team takes into consideration investment volatility, asset liquidity and fiduciary obligations.
For you, that means reduced liability and the potential for reduced costs and fees. But we do more than that. We offer employees financial guidance, giving them more control of their financial futures so their hard work helps them live the life they envision.
Services
Financial & Retirement Planning
Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.
401k & Qualified Retirement Planning
Our specialists help organizations meet federal requirements and design benefits plans that help attract and retain top talent.
Employee Benefit Plan Audit
Our team provides comprehensive audits of employee benefit plans, ensuring efficient and accurate plan management and compliance with federal regulations.
Consulting
From special projects to M&A, we offer the variety of critical consulting and advisory services you need for your business to reach its goals.
Strategic Planning
With big-picture thinking, we help businesses define the actionable short-term steps to achieve their long-term goals.
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Industry Insights
Investment advisory services offered through Maner Wealth, a SEC Registered Investment Advisor. Subadvisory services offered through Advisory Alpha LLC, a SEC registered investment advisor. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.