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

computer screens with stock charts
Bob Peelman

August 2020 Market Update

Global equities continue to march upward and dig out of the hole created in March.…

VIDEOS

coping with covid-19 finance and business
David Mandell

COPING WITH COVID-19

The team at OJM Group has put together this series of videos aimed at providing…

PODCASTS

stock charts on smart phone
Bob Peelman

Why is the Market Going Up?

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