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

traditional or roth ira
Bob Peelman

Bear Market Offers Opportunity for Roth IRA Conversions

In May 2022, after several months of volatility across all financial markets, the S&P 500…

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

three diversified portfolio buckets
Jason O'Dell

Is Your Portfolio Ready for An Income Tax Increase?

OJM Group · Is Your Portfolio Ready for an Income Tax Increase? As we enter…