More Impact
Stay competitive. Get your team engaged. Meet your fiduciary responsibilities with confidence.
Engage
We do what we say we are going to do and more. You and your team can rely on us for just about anything.
Educate
Consider us a direct resource and an extension of your team, providing dynamic education and guidance to you and your employees at every turn.
Evolve
We're constantly seeking ways to optimize your plan to benefit you and your employees.
Fiduciary Guidance & Support
Setting up and effectively managing a retirement plan has many complex layers and nuances that our team is here to guide you on from the start. We are committed to sharing the responsibility for your plan’s success. Mammini Company always signs on as a 3(21) for everyone we work with, ensuring our professional accountability to you and your employees.
- Designing plans that aim to increase participation, use intelligent investing schedules, and save on taxes
- Vendor management
- Ongoing reporting and monitoring
- Plan design and fee benchmarking
- Plan sponsor education
Investment Research, Selection, & Monitoring
Strong investments are the backbone of a successful retirement plan. We employ a thoughtful, research-driven approach to build a lineup of options to help meet the needs of every employee.
- Investment policy statement (IPS) creation and review
- Custom investment menu design
- Investment research and manager selection
- Performance reporting and monitoring
- Market updates and ongoing investor education
Employee Engagement & Financial Wellness
Your employees want to live well now and retire on their terms later. Everyone is unique, which is why we engage with each individual differently. Whether investments are a foreign language, you are a seasoned investor, or anything in between, our top priority is making sure everyone feels informed and supported.
- Employee engagement that leads to a better overall experience and culture.
- It’s easy to communicate with us and we’ll always speak to your team in easy-to-understand language.
- Build confidence with education that inspires your employees to do more for themselves.
- Annual retirement readiness analysis, customized for each employee
- Financial wellness program with ongoing support to help cultivate an optimal environment for retirement success
Expect care and support that is a cut above the rest.
