Employer sponsored plans

Your employees deserve expert advice. We deliver that.

J.M. Arbour provides CERTIFIED FINANCIAL PLANNER™ professionals who also hold a series 65 license to meet with your employees. This equates to comprehensive planning and advice from trusted advisers.

We have three top goals:

Increase participation and utilization of the Plan while decreasing Plan costs and your fiduciary responsibilities.

Enhance company culture: Add to the enjoyment and happiness that people find in their employment by eliminating financial stress via financial education.

Ensure that your employees Retire on Purpose: Assign numerical values associated with retirement readiness to inspire people to take specific actions aligned with personal finance goals.

How we do it:

Choosing the right Plan for your company often times requires hiring the right experts to assist in the process. Should your company sponsor a SIMPLE, a SEP, a 401k, 403b, or some other type of Plan? It all sounds so confusing, but with the right people on your team, it is a straight forward process.

J.M. Arbour proudly partners with top ranked Third Party Administrators (TPAs), custodians, and records keepers. We do this to make your life as a company owner or officer, easy and streamlined. We offer both bundled and unbundled solutions, each offering open investment architecture, integrations with technology and payroll providers, and pricing that is sure to impress you and impact your bottom line.

Please let us know if you want to join the Retire on Purpose movement that so many others have already decided to do.

We can be reached Monday through Friday, 8:30am-5pm EST at 207-248-6767. Please ask to speak with a Retirement Plan Specialist.