Retirement plans can be complicated and confusing. Our Total Solution concept simplifies our clients’ lives because with Total Solution, MGO handles ALL facets of the retirement plan.

With MGO you don’t have to work with multiple entities like a separate investment advisor, record keeper and third party administrator. There’s no practical reason to separate all these functions and then spend the extra time and money required to keep everyone on the same page. With MGO it’s clear where plan responsibilities lie, with us. To begin with, you’ll have only one number to call to manage all aspects of your retirement plan, from investment advisory to fiduciary concerns, from administrative functions to employee education.

But we go one step further. MGO also takes ownership of much of the plan’s administrative work. We monitor deposit of withholding, enroll your participants, administer 401(k) loans and handle distributions for terminated participants. By taking on the administrative work for you, you and your employees are free to focus on your business and not your retirement plan.