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Why Mosse & Mosse: We understand what issues concern your employees, your head of HR and your CFO, and have purposely designed our firm to have a multi-disciplined approach to deliver all aspects of retirement plan administration.
Our comprehensive analysis of investment offerings and plan designs helps to establish a strong foundation. Our structure, service and employee communication model helps ensure ongoing excellence. Finally, our commitment to leveraging the most from your vendor(s) is designed to reduce costs and add efficiencies.
What We Do: Uniquely positioned as both an employee benefits consultant and an investment advisory firm, Mosse & Mosse brings the best of two disciplines to the retirement plan consulting process. We utilize a fee-based or traditional asset management based method.
With over 20 years experience each, our team of producers have been helping hundreds of plan sponsors deliver customized, cost-effective compliant retirement programs by providing services that save time, reduce exposure to fiduciary liability and address both Internal Revenue Service and Department of Labor requirements.
We are so confident in our practices and procedures that we will act as Co-Fiduciary with respect to our services.
Retirement Plans Consulting
We focus on creating successful outcomes for
plan sponsors and participants.
