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

us capitol building
Carole Foos

What You Should Know About the Biden Tax Proposals

With the Democrats controlling both houses of Congress, there is a likelihood that President Biden's…

VIDEOS

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Webcasts

After 2020, Are You Still On Track For Retirement?

After the events of 2020, are you still on track for retirement? OJM Group Director…

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…