Free 401(k) Consultation

Request Your Free 401(k) Consultation 

In our experience working with dozens of 401(k) plans, we understand the challenges you face in offering a plan to your employees. Keeping up with ever-changing Department of Labor regulations, following procedures laid out by the Internal Revenue Service, and continuously educating your employees can be a handful.

A Better 401(k) Experience for Your Employees 

We have designed a framework for helping you meet these regulations and tackle your responsibilities,  allowing your employees to have a good experience with the plan. Allowing JMB Financial Managers to partner with you will shift much of the burden and liability away from you and your company. With our support, you can implement and monitor a strategy for fiduciary and regulatory compliance that's right for your company's needs.