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

illustration of house wrapped with padlock
David Mandell

How to Protect Your Home and Home Equity From Liability

Along with retirement and personal investment accounts, the family home (and its equity) is often…

VIDEOS

the white house
Webcasts

2021 Tax Planning: The Biden Tax Plan & More

With the Democrats in control of both the House and now the Senate, and the…

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…