Merrill Lynch

The Mackey Weber Group structures and advises on 401k plans for all size companies ranging from singularly owned businesses to companies with hundreds of employees.  As the owner or administrator of a company plan, we will work with you to match...

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About Merrill Lynch


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About Us About Us
The Mackey Weber Group structures and advises on 401k plans for all size companies ranging from singularly owned businesses to companies with hundreds of employees.  As the owner or administrator of a company plan, we will work with you to match with a platform that fits your specific needs and simplifies your workload.  With multiple partners from which to choose, we can bid out your plan on your behalf.  This leads to the most competitive pricing of your plan and a comprehensive choice of investments.  Ultimately, we will help you select the plan that gives the best fit.  Furthermore, our team will provide on location education and guidance on a regular basis to you and your employees.

Non-profit companies, endowments and foundations play an integral role in our communities and in society at large.  It’s of vital importance to have a team in place to continue the management/administration of these entities until its goal has been achieved.  Often times, that goal is one that extends into perpetuity, hopefully continuing on a legacy or mission into the foreseeable future.  We can help put you on a path of responsible growth using an investment policy statement to adhere to board guidelines and make sure that your distributions / gifts / tax reporting are all handled with care.  We are always glad to have your organizations investments reviewed at no cost.
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