Consulting

Trustee/Fiduciary Consulting
JM Pension Advisory, Inc. is not affiliated with any investment company or financial advisor. We do not sell any investment product. Because we are objective, we have been engaged as consultants on matters such as:

  • Custodian search and analysis for your retirement plan
  • Service provider fee analysis
  • Fiduciary support
  • Development and maintenance of fiduciary processes and procedures
  • Fiduciary training
  • Review of potential prohibited transactions or plan errors

Special Administrative Services
Sometimes, non routine matters occur that require special assistance and review. Examples include:

  • Plan Terminations
  • Partial Plan Termination Analysis
  • Company Mergers & Acquisitions
  • Control Group and Affiliated Service Issues