Expertly Managed Employee Benefit Plan Services

You need a comprehensive employee benefit plan to keep your employees engaged and happy. Or maybe you’re wondering if your existing plan is the “right” plan. JMR Financial Group will be your trusted partner along the way.

You already know that happy employees tend to translate into happy customers. And nothing makes customers happier than working for a business that believes in helping them build a solid financial future. JMR Financial Group can design, implement, and administer an Employee Benefits Program, like a Retirement Plan or Flex Plan, for your business. Employee Benefit Plans offer both employers and employees significant tax advantages and other incentives. Make the right move for your employees and your business—contact us today to discuss employee benefit plan options that will best serve you. We proudly serve Superior, WI, Duluth, MN, and the entire Twin Ports.

Employee Benefit Plan Administration Options

Retirement Plans

You want to attract and retain high-quality employees, right? Nothing makes employees happier than working for an employer who listens, respects their work, and provides competitive salary and benefits. Your retirement plan needs to offer a wide range of retirement choices to stay competitive. At JMR Financial Group, our goal is to encourage employees and business owners to save and invest for retirement—and that leads to decreased tax liabilities. Retirement plans are a perfect vehicle to increase employee satisfaction, loyalty, and productivity. You focus on running your business, we’ll take the lead on compliance responsibilities while reducing your administrative costs.

We offer several different IRS-approved plans specifically designed to meet the changing needs of your business, yourself, and your employees.

The Types Of Plans We Offer:

    • Profit Sharing
    • Safe Harbor 401(k)
    • SIMPLE IRA
    • 403(b)
    • 401(k)
    • Age Weighted
    • New Comparability
    • Roth 401(k)
    • SEP IRA
    • Individual (k)