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Retirement Plan Services
Corporate officers, plan trustees,
and other key members of businesses face more responsibility and
scrutiny today than ever before. The added burden of making sure
company retirement plans are designed and monitored is of utmost
importance. As an independent retirement and consulting practice,
Fortune Management Group’s priority’s serving the interest
of our clients, not the sale of specific investment products. This
independence allows us to provide you with the best investment
vehicles, best research and analysis and complete fiduciary review to
satisfy your company's defined contribution, executive deferred
compensation plan, and defined benefit plan needs.
Strategic Alliances
Fortune Management Group has formed
Strategic Alliances with some high powered investment management
firms. FMG has developed a strategic relationship with Russell
Investments . Russell is a leader in Multi-Manager investing.
The value we bring:
Understanding retirement plans is
extremely important in today’s environment. Fortune Management
Group is a true resource in helping guide fiduciaries through the maze
of:
- Investment options
- Liability issues
- Plan design
- Participant education
- Administrative architecture
It is our passion to deliver dynamic
solutions and business value to companies by asking the right
questions, with insights enabling Plan Sponsors and other Institutional
Fiduciaries to make prudent, cost-effective decisions. You receive the
decision tools and supporting analysis to enable strong, strategic
decisions.
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