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Corporate Strategies

Your organization’s assets, including profits and capital of various kinds, can become a part of your money-making mix if invested properly. We have more than 60 years of experience providing a complete range of professional, financial and investment advice and services to a wide variety of businesses, not-for-profit organizations, endowments and foundations. We’ll put that experience to work for you.

We give you the ability to integrate a complete and flexible Investment Advisory Services plan to balance your corporate growth goals and reinvestment plans and expenditures to arrive at a profitable and manageable mix of investments that match your unique risk profile.

Retirement Plans

Your greatest assets are your employees, and planning for their retirement is a responsibility we take seriously. Whether you're establishing a retirement plan for the first time or want to evaluate your current plan, our Retirement Plans Division specializes in selecting solutions and services that are right for you. Whether it is a Corporate or Not-for-profit Retirement Plan, we can provide you and your employees personalized service that will include designing a plan for your company and working with each of your employees to create their own personalized risk-reward-balanced portfolio. Types of plans offered:

  • 401(k) Plans
  • 403(b) Plans
  • Profit Sharing Plans
  • Defined Benefit Plans
  • SEP Plans

After reviewing your needs, M. Griffith's Retirement Plans Division links you to a large network of providers that will not only work with our team to support your plan with recordkeeping and trust services but also, sponsor and participant support services, and communication programs. This includes:

  • Administration and Recordkeeping Providers
  • Payroll Providers
  • Insurance Company Providers
  • Mutual Fund Providers

Although M. Griffith Retirement Plans Division offers an array of service providers to choose from, we may decide that your current provider is best for you. This is not a problem, we can just link your current service provider to us!

M. Griffith Retirement Plans Division will review all of your options and help you decide which type of plan and provider is best for you. We work with you and your employees every step of the way... personalized service from the beginning through the life of the plan!

Why M. Griffith?   Contact Us

Investing in Your Business