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

August 2019 Market Update
Bob Peelman

August 2019 Monthly Market Update

July’s biggest news item came on the last day of the month. On July 31,…

VIDEOS

Tax Planning for the Uber Wealthy
Webcasts

Tax Planning for the Uber Wealthy

Do the ultra-wealthy pay lower taxes than you do? OJM Partner, Carole Foos, answers this…

PODCASTS

Disability Insurance
Jason O'Dell

Q&A Session: The Importance of Disability Insurance

OJM Group partner Jason O’Dell discusses the importance of disability insurance for physicians and other…