We help grow your retirement plan business and meet clients’ needs
MEEDER EDGE RETIREMENT PLAN SERVICES
Longer lifespans, high inflation, and low interest rates are top concerns among financial advisors’ clients when it comes to retirement. Further, the retirement plan landscape continues to evolve with increased regulation, a greater selection of investment options, and the need to keep fees competitive.
Meeder Edge Retirement Plan Services support the sales and servicing of your retirement plan business. We provide customized retirement plans and investment portfolios to assist retirement plan sponsors and trustees. The outcome is to help grow your retirement practice and enable plan participants to achieve a more secure and comfortable financial future.
Meeder has a long and extensive history of working with retirement plans, dating back to our first clients. We invite you to put our holistic, time-tested approach to investment management and our nearly 50 years of investment experience to work for you.
Submit your information below to request a brief meeting with your Meeder regional consultant around Meeder Edge Retirement Plan Services.
Meeder has a long and extensive history of working with retirement plans, dating back to our first clients. We invite you to put our holistic, time-tested approach to investment management and our nearly 50 years of investment experience to work for you.
Submit your information below to request a brief meeting with your Meeder regional consultant around Meeder Edge Retirement Plan Services.
Solutions for a Complex Retirement Plan Environment
The retirement landscape continues to evolve with increased regulation, a multitude of investment options, and a continued focus on providing competitive fees.
Meeder remains committed to the needs of retirement plan sponsors and participants since the firm’s inception in 1974. Our first clients were retirement plan sponsors, and we continue to work with these groups today—both individually and alongside financial advisors. Meeder’s experience in the retirement marketplace, combined with a time-tested approach to investment management and nearly 50 years of investment experience, makes us a partner you can count on to help you capture opportunities and grow your business.
Click here to get the guide: Customized Retirement Plan Services Designed to Grow Your Business
Meeder remains committed to the needs of retirement plan sponsors and participants since the firm’s inception in 1974. Our first clients were retirement plan sponsors, and we continue to work with these groups today—both individually and alongside financial advisors. Meeder’s experience in the retirement marketplace, combined with a time-tested approach to investment management and nearly 50 years of investment experience, makes us a partner you can count on to help you capture opportunities and grow your business.
Click here to get the guide: Customized Retirement Plan Services Designed to Grow Your Business
Leverage a Proven Advisory Process
Meeder Edge Retirement Plan Services utilize a holistic and flexible platform that allows advisors to deliver customized retirement plan solutions to meet the unique needs of plan sponsors and their participants.
Your Meeder Edge Retirement Plan Services team serves as the retirement plan expert for plan consultation and review and assists plans in building teams to meet their unique needs. This allows your plan sponsor clients to limit their fiduciary roles and focus more on running their organizations.
Under your guidance, Meeder brings ideas to continually assess, improve, and optimize the success of the plan’s strategy and design. Meeder assists trustees to design the plan’s investment policy and to select the investment options. Meeder can help select the recordkeeper and third-party administrator as well as facilitate the conversion of plan assets if a new provider is selected.
Your Meeder Edge Retirement Plan Services team serves as the retirement plan expert for plan consultation and review and assists plans in building teams to meet their unique needs. This allows your plan sponsor clients to limit their fiduciary roles and focus more on running their organizations.
Under your guidance, Meeder brings ideas to continually assess, improve, and optimize the success of the plan’s strategy and design. Meeder assists trustees to design the plan’s investment policy and to select the investment options. Meeder can help select the recordkeeper and third-party administrator as well as facilitate the conversion of plan assets if a new provider is selected.
Focus on Plan Participants
Meeder helps ensure that plan participants gain the best outcomes from their employer-sponsored retirement planning benefits. In conjunction with the plan’s advisor, we assist participants during all phases of retirement planning—through accumulation, preservation and distribution of funds.
Meeder is committed to growing employees’ participation in the sponsor’s plan and increasing the participants’ satisfaction levels. We work with the plan advisor to help guide participants from enrollment assistance and education, to distribution and rollover planning.
Meeder is committed to growing employees’ participation in the sponsor’s plan and increasing the participants’ satisfaction levels. We work with the plan advisor to help guide participants from enrollment assistance and education, to distribution and rollover planning.
Meeder Edge Retirement Plan Services Offerings
01
Platform Selection
Retirement plan product/platform selection and on-going monitoring
02
Third-Party Plan Administrator
Assistance with selection and monitoring of a third-party Plan Administrator, if needed
03
Investment Policy Statement
Investment policy statement preparation and review on an annual basis
04
Investment Selection
Investment selection and establishing criteria for monitoring investments
05
Compliance
Fiduciary reviews and ERISA 404(c) compliance consultation
06
Plan Trustee Reviews
Plan trustee reviews generally provided on a quarterly or semi-annual basis
07
Participant Enrollment and Education
Enrollment and education meetings can be scheduled on a regular basis for groups and individuals
We're Here. With You, For You.
Meeder is a trusted advisor to advisors, aspiring to be your partner in providing services and support to grow your retirement business. We will work with you to create customized retirement plan solutions designed for your business, to help you be more efficient and productive.
Your clients are unique, and we understand the importance of customization. When you partner with Meeder, our ability to meet your needs and exceed your expectations drives the long-term success of our partnership.
Your clients are unique, and we understand the importance of customization. When you partner with Meeder, our ability to meet your needs and exceed your expectations drives the long-term success of our partnership.
The Meeder Edge Retirement Plan Services team is committed to bringing you the full resources of our firm to help you:
- Build scale and provide efficiency
- Deliver business development support, research and timely advice
- Create customized investment strategies and solutions
- Meet rigorous regulatory needs
- Innovate and grow your practice
