Case Study: Small Market 401(k) Solution
Client: Metal Products Company
Business: Privately Held Company
Employees: 120 full-time, 12 part-time
Plan Assets: $1.2 Million
Ownership: Manufacturer of sheet metal and custom components

Situation: Jim Dyer, President, was looking for ways to enhance his company's retirement program. A secondary objective was to cut cost and decrease their exposure to fiduciary risk. The manufacturing industry took a great hit in 2008-2009, and Dyer is positioning his company to both survive and flourish as the market recovers. To do this, he knows he has to evaluate all aspects of his company.

Dyer knew that the challenge of finding a new solution would be one of enhancement--a change in which his employees would see value. Given the market conditions of the previous year, he also knew that personal attention was a key consideration. Dyer began his investigation with these thoughts in mind, and met with a Financial Advisor.

Solution: The MEP Advantage Solution. An unparalleled model-- a low cost solution for your company, and a program that will toe the line on fiduciary risk issues.

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"The main reason we switched, was the $ savings with TAG and even in the current economic climate, our employees continue to stay with the 401k and Mr. Smith continues to match his employees' contributions."
Lala Davis,
Office Manager/Controller of Smith Management

866-315-1463
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