Other Services

Because your retirement plan is impacted by more than just investment performance, we’re here to help you navigate a wide range of challenges. 

Merger and Acquisition Support

Whether you are merging with or have acquired another company, the implications of M&A activity on your retirement plan can be overwhelming. There are various options and legal complexities to consider, and without the right team by your side, it can be difficult to identify which options are in the best interest of your company and employees. 

Our goal is to make your M&A transition as painless as possible. To do so, we work alongside your management team to help ensure your retirement plan continues to strengthen your benefits package and empower your employees to achieve financial independence.

A merger or acquisition often dictates which retirement plan strategies are appropriate for your company. As your partner through the transition, we will:

  • Gather data to help ensure you have all the information you need to make an informed decision. 
  • Weigh your options using our time-tested comparison strategies for complex defined contribution and defined benefit plans. 
  • Provide recommendations on your plan design options, as well as administrative support. 

Executive Services

Your company’s ability to attract and retain key executives depends on your ability to offer competitive compensation. Mariner Wealth Advisors can help you build and maintain competitive benefits and compensation packages in an effort to serve the best interests of both your company and your executives. Our team regularly helps companies like yours design unique plans for executives, which may include:

  • Salary
  • Short- and long-term incentives
  • Benefits
  • Insurance 

Plans We Support

Our retirement plan solutions team is well-versed in a wide range of plan types.

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Meet The team

Our goal is to help you build and manage leading retirement plans that help you attract and retain the most qualified employees.

Meet the Team

2020 Retirement Plan Limits

Recently, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2020.

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Our Resources

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