To make a PDF: press ⌘P (or Ctrl + P), Destination Save as PDF, paper size 8.27 × 8.27 in, margins None, Background graphics on. 8 pages — a multiple of four, so it saddle-stitches as a booklet. This bar won’t print.

A retirement plan has three constituencies.
Most advisers serve one.

Group Benefits  ·  Retirement Plans  ·  Fiduciary Support

Group Benefits & Retirement Plans
For The Company

For The Company

Fiduciary support & plan governance

The plan is a legal obligation before it’s a benefit. Our job is to make that obligation defensible and documented.

The structure

Fiduciary standing

  • 3(21) co-fiduciary or 3(38) investment manager, depending on how much you want to hold
  • Investment policy statement, written and followed
  • Investment menu design, monitoring and documented reviews

The oversight

Cost & compliance

  • Fee benchmarking — recordkeeping, administration and investment costs
  • Provider search and recordkeeper benchmarking
  • Committee meetings, with minutes that stand up to scrutiny
  • Compliance calendar, testing support and audit coordination
For the company02
Owner & Employees

The Two Most Advisers Skip

The owner, and the people

For the owner

The plan as an owner’s tool

  • Design that maximizes what the owner and key people put away
  • Cash balance and defined benefit plans layered over a 401(k)
  • New comparability and cross-tested profit sharing
  • Deferred compensation to retain key employees
  • How the plan is treated in a sale — decided deliberately, not at closing

For your people

Advice, not just enrollment

  • Enrollment and re-enrollment, on site and virtual
  • One-on-one sessions — the part most advisers quietly skip
  • Financial wellness: budgeting, debt, savings, elections
  • Retirement readiness reporting, so you know it’s working
  • Social Security, Medicare and rollover guidance
Owner & employees03

The point of the plan

Your people retire somewhere.

What We Work With

What We Work With

Plan types

The right structure depends on your headcount, your census, your cash flow and how much the owner is trying to shelter. Often it’s more than one plan working together.

401(k)Safe harbor 401(k)Profit sharing New comparabilityCash balanceDefined benefit 403(b)457SIMPLE IRASEP IRA Nonqualified deferred compExecutive bonus Group insurance & benefitsPooled employer plans

Availability and suitability depend on your specific circumstances. Plan design decisions should be made with your CPA and ERISA counsel.

Recordkeepers and providers we work with

ADP · American Funds · Ascensus · Empower · Fidelity · Gusto by Guideline · John Hancock · Lincoln Financial · MassMutual · Nationwide · Newport Group · Paychex · Pentegra · Principal · The Standard · Transamerica · Vanguard · Voya

We are provider-agnostic and are not limited to those shown. Part of our work is benchmarking whether the recordkeeper you have is still the right one. Names and marks are the property of their respective owners and are shown for identification only. Their inclusion does not imply endorsement of, or affiliation with, My 360 Wealth Management Group.

Plan types05
Advice For Life

Advice For Life

The same four steps, applied to a plan

The method behind every My 360 relationship, whether the client is a family or a company.

01

Discovery

Your census, your goals for the plan, what the owner needs from it, and what your people actually understand today.

02

Planning

Plan design, fiduciary structure, provider and fee benchmarking, and an investment menu built to a written policy.

03

Solutions

Implementation, conversion where needed, enrollment, and the education that makes participation actually happen.

04

Monitoring

Committee meetings, documented reviews, readiness reporting and ongoing one-on-one advice for your employees.

Advice For Life06
Beyond The Plan

Why This Matters To Us

The 401(k) is usually how we meet a business owner. It’s rarely where the relationship ends.

Running your plan means we’re inside the business — we see the financials, we know the key people, and we understand what the company actually is — often years before anyone mentions selling. When that conversation does come, we’re not starting from scratch, and neither are you.

Exit planning

CEPA-led work starting three to five years before a sale — valuation, readiness, and the structuring that only works that far out.

The transaction

One seat accountable to you and your family rather than to the deal, alongside your banker, attorney and CPA.

Family office

After the sale, the Family CFO relationship that manages the proceeds and coordinates every adviser — permanently.

Ask us for the main brochure — it covers what happens before, during and after a sale.

Beyond the plan07
Contact

The Next Step

A plan review costs you a meeting.

We’ll benchmark what you’re paying, look at how the plan is designed against what the owner is trying to accomplish, and tell you plainly whether it’s working.

CFP®

Certified Financial Planner™ — the profession’s gold-standard credential for comprehensive planning.

AIF®

Accredited Investment Fiduciary — training in fiduciary responsibility and prudent investment practices.

Fiduciary

Legally and ethically bound to put your interests first on the advice we give.

Pierre M. Movsessian, MBA, CFP®, AIF®, and his dedicated team.

Office

500 N. Brand Blvd, Suite 2120
Glendale, CA 91203

Reach us

818.547.4720
service@my360wealth.com
www.my360wealth.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Global Retirement Partners, LLC dba My 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial. My 360 Wealth Management Group, Global Retirement Partners and LPL Financial do not provide tax or legal advice. Plan design, fiduciary structure and contribution strategies depend on your specific facts and must be reviewed with your CPA and ERISA counsel. Pierre Movsessian CA Insurance #0B65327.

My 360 Wealth Management Group08