SMALL BUSINESS SOLUTIONS
Small to medium size businesses are the backbone of America's economy and our primary source of hope for a better tomorrow. We feel a special calling to help small business owners and their employees who are willing to take risks today in order to prosper tomorrow.
We provide multiple retirement plan options for small businesses. These plans include:
- SEP-IRAs
- SIMPLE IRAs
- Individual 401(k) Plans
- Defined Benefit Plans
Our retirment solutions for small businesses offer some unique advantages over plans provided by brokerage firms.
- Access to Full Brokerage Accounts: Assets in our plans are maintained in a brokerage account at Fidelity Investments offering participants an extensive range of investment options including over 8000 mutual funds, ETFs, individual stocks and bonds. The majority of plans are provided through a single mutual fund company restricting the participant's investment options to a few dozen mutual funds with significant overlap.
- Active Investment Management: The participant can elect to have The MAC invest his or her account according to one of our models. Our models have significantly outperformed the market averages since the inception of our firm in 2006. (This page was last updated on 5/30/09 and this statement is valid as of this date.)
- Expenses and Fees: Because we are a fee-only adviser, we seek to establish our client's accounts with brokers that charge lower fees and commissions. Total plan expenses, including adviser fees, commissions, brokerage fees, ect. will typically be less for our plans than with most providers.
- Fiduciary Responsibility: We assume a fidicuary responsibility for all of our clients accounts where as brokers tend to only be held up to a suitability standard.
For more information on our small business solutions, you can contact our office at 214 | 954 4300 or you may fill out the contact form on this page and select "Small Business".
