Mcmill Cpa and Advisors

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My Retirement Fiduciary of the page as possible. --> tag. --> Skip to main content Building Your Future Through Smarter Investments Providing fiduciary services to let financial professionals do what they do best. Find your solution! Our Story Born out of a local CPA firm, Wealth Management manages retirement plans as an investment fiduciary for Plan Sponsors and Advisors nationwide. Our focus is to help participants retire successfully. We choose appropriate investments for your retirement plan by utilizing our core, academic-based system – a smarter way to invest. This approach to investing has helped us reach over $1 Billion in assets under management. Our core philosophy centers around low-cost investments, broad diversification, a long-term perspective, and simplifying investing for participants through professionally managed model portfolios. Our collection of participant resources brings retirement readiness within reach. What is a fiduciary? Someone obligated to act in another’s best financial interests. In regards to a retirement plan, ERISA Code 29 § 1104 places a legal responsibility on each Plan Sponsor to provide appropriate and diverse investment options for their employees to choose from. Do I need a fiduciary? The retirement plan marketplace and fiduciary responsibilities can be challenging to understand or explain. We acknowledge our fiduciary status in writing which reduces the Plan Sponsor’s liability and adds a level of protection. We educate you and your

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