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Mason-McBride, Inc To Offer Enhanced 401(k) Consulting Services

Contact:

W. Michael McBride / President
Mason McBride, Inc.
mmcbride@Mason-McBride.com
248-822-7170


Troy-7/1/08 – Mason-McBride, Inc/Summit Risk Management is pleased to announce an enhanced suite of retirement plan consulting services that is now available to its clients through its affiliate Mason-McBride Capital Advisors, LLC.

“Our new Retirement Plan Advisory System means more dedicated services to help ensure employers’ fiduciary compliance, and deliver a more successful and meaningful retirement plan for employees,” says W. Michael McBride, the firm’s president.

Core services rolled into the new system include:

  • Investment due diligence analysis
  • Scorecard Fund Ranking
  • Service provider searches and benchmarkings
  • Plan design and annual review
  • 404(c) fiduciary guidance
  • Employee communications

“Every plan sponsor has unique goals and objectives. As a dedicated retirement plan consultant, Mason McBride Capital Advisors, LLC will create an ongoing service plan specific to each client’s needs,” says McBride. “We’ll begin with a thorough review of the plan to ensure total plan costs are relevant to the services being received. Then, on an ongoing basis, we will examine the plan design with ideas to improve participation and operational efficiency.”

Perhaps most importantly, notes McBride, the firm will help navigate fiduciary responsibility through robust, systematic, quantitative and qualitative investment analysis involving over 150 pages of detailed reports utilizing 15+ industry standard analytical measurements. “Our due diligence process goes far beyond the Morningstar 5-star ratings and instead focuses on a cyclical approach of fund selection, monitoring, and ongoing documentation and review.”

About Mason-McBride, Inc/Summit Risk Management
Mason-McBride, Inc/Summit Risk Management provides insurance, benefits and a variety of retirement plan consulting services – from plan reviews to fee benchmarkings to investment analysis – all designed to help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for participants. Mason-McBride, Inc/Summit Risk Management is headquartered in Troy, MI. Visit www.Mason-McBride.com or www.Mason-McBrideCapitalAdvisors.com for more information.

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