Retirement Planning

You've worked very hard to get where you are today. Your steadfast commitment to professional success continually yields ample returns on many levels financial and otherwise. In short, your immediate needs, concerns and priorities - as well as those of your employees - are addressed quite sufficiently.

But how confident are you looking down the road 10, 15 or 20 years? How well have you - and your employees - planned for a future without regular paychecks? And, most importantly, will you be able to enjoy the comfortable retirement you so richly deserve?

They're tough questions - about a very serious issue. That's why Merrimack provides a comprehensive array of retirement planning services. Since 1983, we've been helping clients establish financial goals and execute sound strategies for reaching them.

And we can help you, too.

Our retirement planning services include:

  • Creative Pension Design for the business owner

  • Employee Education and Enrollment Meetings

  • Asset Allocation Formula and Strategies

  • Investment Management to meet retirement goals

  • Compliance Assistance

  • Full Plan Administration Services

  • 401(k) Plans

  • Profit-Sharing Plans

  • Defined Benefit Plan Design

  • 401(b) Plans

  • Select Executive Retirement and Compensation Plan Design