The Meld Financial Difference

Situational Investing

TAKE ACTION
Scroll to top

Personalized Retirement and Executive Benefit Plan Services

Everyone, including business owners, executives, and employees, deserves a secure financial future, but not everyone knows how to make it happen.  For over 20 years, Meld Financial has provided specialized design, administration, and investment advisory services for a variety of plans such as:

  • Traditional Profit Sharing and 401(a) Plans,
  • Defined Benefit, Money Purchase, and Cash Balance Plans,
  • Company-wide Deferred Compensation Plans: 401(k), 403(b), Governmental 457(b)
  • Top-Hat Deferred Compensation Plans: 457(b) and 457(f)
  • Executive Benefit and 409A Compliant Plans.

Our personalized service motivates employees to become knowledgeable and take action to participate in their company-sponsored plan.

Meld Financial offers personalized, individual plan and participant services.  We conduct the enrollment meeting at the frequency you desire and meet one-on-one with plan participants.

We assume 3(21) and 3(38) Fiduciary Responsibilities.

We are licensed and qualified to provide investment and financial planning advice.

Participants can call us directly with any questions about their plan or investments, anytime, relieving the Plan Sponsor of many of the day-to-day administrative tasks.

If you are a decision maker on an institutional retirement plan of any type, please contact us today.  Whether you are currently looking to make any changes or not, our experience and insight into the nuances of how these plans work will be beneficial to you.