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

stock market update reviewing stock charts
Bob Peelman

November 2019 Monthly Stock Market Update

October was a good month for risky assets. Global stocks (as measured by the MSCI…

VIDEOS

Retirement-Plan-Savings
Webcasts

Cash Balance Plans: Under-Utilized Tax Reduction Tools

OJM Group partner Jason O’Dell provides an overview of Cash Balance Plans and discusses how…

PODCASTS

young family reviewing financial documents
Money Milestones

Money Milestones: Starting a Family

In the second installment of OJM's Money Milestones series, Director of Wealth Advisors Bob Peelman…