Broker Check
989-249-9240
Account View

Retirement Plans for Businesses

Employee Retention

  • Do you want to attract and retain the most skilled employees?
  • Your company's benefits package is one of the most important tools to show employees that you are invested not only in their wellness, but in their future too.
  • We have partnered with some of the top providers in the industry.  We deliver these capabilities through a local advisor with a hometown approach.


Comprehensive                                                            Retirement Plan                                                Services Solution

Comprehensive                                                            Retirement Plan                                                Services Solution

Fiduciary Support

Plan Design Assistance

Employee Education

Investment Review

Plan Expense Benchmarking



What We Do

Fiduciary Support

Fiduciary Support

We will assist you with the process of establishing a Fiduciary Committee and documenting guidelines for its actions.

Plan Design Assistance

Plan Design Assistance

We will help you design a plan that pursues the goals and objectives of you and your employees

Employee Education

Employee Education

We customize an employee education plan based on their needs.  You can choose group meetings and/or one-on-one meetings

Investment Review

Investment Review

We provide information to assist the Plan Sponsor review of investment options for suitability

Plan Expense Benchmarking

Plan Expense Benchmarking

We can assist you with the due diligence process by reviewing and benchmarking your plan

Taking care of our clients is our #1 priority.  We are dedicated to listening to your financial needs and offering appropriate solutions

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

Meet Our Team

The Member Investment Center located at Frankenmuth Credit Union offers a Comprehensive Retirement Plan Services Solution.  Bringing over 25 years of experience in the Qualified and Non-Qualified Plan industry, our team can assist plan sponsors through the complex requirements.

For More Information

Thank you!
Oops!