We make finding your Retirement Program simple.
MBC Investment Consulting, Inc. helps plan sponsors deliver the highest quality program by providing services that seek to save time, reduce exposure to fiduciary liability, and promote an independent prudent process. Our comprehensive analysis of investment offerings and plan design helps ensure ongoing excellence.
ABOUT US
MBCIC is a full service retirement plan consulting firm, focusing on institutional investment consulting for corporations, non-profits and municipalities in the Midwest. We focus on creating retirement plan solutions at a plan and participant level.
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Corporations
Delivering institutional investment consulting to corporate plan sponsors focusing on 401k/profit sharing and employer sponsored non qualified deferred compensation plans.
Non-profits
Assisting plan sponsors with consulting services focusing on 403b and non qualified deferred compensation plans.
Municipalities
Providing plan sponsor consulting services to the government/municipal market focusing on defined benefit and 401a/457/Retiree Health Savings defined contribution plans.
We are a full-service defined contribution plan consulting firm. We act as your plan advocate by
helping to improve participant outcomes.
Retirement Plan Services
Our mission is to create ongoing, successful retirement plan experiences for both employers and employees. We work with plan sponsors to improve fiduciary oversight by implementing an advisor-driven fiduciary process. This process includes many services, such as the selection and on-going monitoring of investments.
Investment Due Diligence
Market volatility makes it critical for retirement plan sponsors and fiduciaries to develop and maintain investment due diligence procedures and supporting documentation. MBC Investment Consulting, Inc.
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Employee Communication & Education
A successful communication program is critical to the success of a company’s retirement plan. Enrollment and education professionals at MBCIC understand that the development of an effective communication program varies greatly.
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Plan Level Benchmarking
The retirement plan provider review process can be time-consuming, confusing, and frustrating. All too often, standard vendor-provided proposals do not include enough information to determine administrative, recordkeeping, compliance, and employee communication services and standards.
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Plan Design & Compliance
In the world of retirement plans, only one thing seems certain: CHANGE is constant. Over the last decade, Congress has burdened plan sponsors with an overwhelming volume of legislation, making continual review of retirement plans essential.
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Fiduciary Audit Package
MBC Investment Consulting, Inc., offers plan sponsor fiduciaries (known as Investment Stewards) the most extensive protection available in the market. Our co-fiduciary offering is unparalled in the industry because it meets the highest level of fiduciary standards.
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Executive Compensation
Business owners and key employees are finding it more difficult to adequately save for retirement. Why? Qualified retirement plans and group insurance plans, even Social Security, place limits on contributions, layouts and tax advantages of benefits for highly-paid individuals.
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