No one knows your clients better than you, and no one can help you and your clients manage their retirement plan better than Match Grade. With over 80 years experience in 401k administration, plan testing and investment management, we are an invaluable resource to advisors who wish to increase their retirement plan fee income without compromising their ability to serve their other clients.
Match Grade can help you improve retirement outcomes in a way that is impactful, measurable and effective
We work with your client’s plan WHERE IT IS. No need to change recordkeepers, TPA’s or custodians.
We act as 3(21) or 3(38) fiduciaries on each plan serve and follow a strict compliance calendar to insure service goals are completed timely and are properly documented.
If you are looking to build a strong, ongoing personal relationship with experts in the field of retirement management, we encourage you to hear what we have to offer. No matter where you are in the retirement process, we can fine tune your plan to maximize your financial future.