Corporate Retirement Plans

Unique Solutions for Your Unique Company

Business retirement plans are increasingly important in today’s competitive workplace to retain valuable employees. Yet well-intentioned plan sponsors are increasingly threatened by serious issues stemming from non-compliance and inadvertent risk retention. FMA’s principals will help design, implement and manage the most appropriate government-qualified retirement plan for each company’s unique circumstances, including its corporate form.

Flexible Approach to Managing Portfolios

As fiduciary asset managers, FMA always places clients’ interest first, providing a low cost, fully transparent and flexible approach to managing portfolios. Our broad platform provides full Section 3(38) compliance in accordance with ERISA guidelines. This benefits employers through maximum protection and risk transfer, while concurrently minimizing expenses. FMA offers both passive index and actively managed strategies via a carefully screened list of mutual funds and ETFs (Exchange Traded Funds). In addition to the mutual fund/ETF menu, employees can choose a separately managed account as well as a self-directed option.

Business owners working with FMA take tremendous comfort knowing their retirement plans are both fully compliant AND cost-effective… a win-win for principals and employees alike.

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With a reputation for Straight Talk and strategic financial guidance, our team helps our clients build wealth and control their financial futures.

FMA Advisory, Inc. is a Top-Rated Financial Advisory Firm in Harrisburg, PA.

Contact Us

Address:
1631 North Front Street
Harrisburg, PA 17102


Phone:
Office: (717) 232-8850
Fax: (717) 232-7737

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