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

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Bob Peelman

Investing Through an Election

Each time a U.S. presidential election approaches, we revisit our views about its impact on…

VIDEOS

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Webcasts

Reopening Your Practice

Taking a look at the financial side of reopening your practice during COVID-19? In our…

PODCASTS

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Bob Peelman

Why is the Market Going Up?

OJM Group · Why Are the Markets Going Up When Economic News Looks Grim? In…