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What We Do

Our team will act as a 3(21) fiduciary for your plan and provide customized recommendations. This includes helping participants invest wisely through time-tested asset allocation strategies based on their financial situation and Target Date Fund portfolios, as well as ongoing performance reporting. Our structure allows you to maintain discretionary control and final decision-making authority for your plan and investments made available to participants. We specialize in various areas, such as:

  • Organizational wealth management
  • Fixed income
  • Money management
  • Non-Profit and Institutional investments
  • C-Suite individuals and families

Fiduciary Support Services: We provide guidance to help you stay in compliance with ERISA and investment management fiduciary requirements. Our team supports your investment selection and monitoring responsibility by assisting you in formalizing and documenting your prudent fiduciary processes related to your Investment Policy Statement.

Benchmarking Analysis: We provide plan benchmarking reports that identify and compare specific plan elements, such as plan features, investment-related information, and plan oversight, as well as plan-related fees with other plans of similar size or demographics. J.M.Equity Advisors offers an annual fee benchmarking analysis to ensure your plan complies with 408(b)(2) disclosure regulations, and we assess the reasonableness of record keeper costs relative to the services received.

Institutional Consulting Services

We are highly experienced in working with retirement plans, trust department, and non-profit organizations. Our team will consult with your organization’s administrative team and/or board of trustees to:

  • Evaluate opportunities
  • Review or create an Investment Policy Statement
  • Educate members
  • Provide well-informed answers
  • Monitor results

Comprehensive Retirement Plan Solutions

J.M.Equity Advisors is a team of seasoned retirement plan experts who are passionate about delivering fully customized retirement plan solutions designed to achieve the objectives of plan sponsors. We offer the unique advantages of our model of serving in the role of an outsourced retirement department for our clients. This encompasses minimizing fiduciary liability, optimizing plan designs for employees, and advocating for participants to make retirement readiness a top priority.