Benefit Planning

Reducing fees while increasing wealth-building opportunities.

OJM Group works with business owners and administrators to examine existing retirement vehicles, including an analysis of plan management fees and allocation of underlying funds. Our Benefit Planning team members can present options for qualified and executive benefit plans that may reduce fees and increase wealth-building opportunities for owners and employees.

ARTICLES

man examining stock charts
Bob Peelman

Markets Rally for Strong 2019 Start

Equity markets around the world rallied in January following a December that was one of…

VIDEOS

american flag and 1040 tax form
Webcasts

Fourth Quarter Tax Tips

As we approach the end of the year, OJM Group reminds taxpayers that their 2018 tax…

PODCASTS

stock chart on laptop
Bob Peelman

A Continued Global Diversification Strategy Encouraged for 2019

In our latest podcast, Director of Wealth Advisors, Bob Peelman, CFP®, recaps last year's market…