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One-to-One Service
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At Trautmann Maher we are focused on providing the best
service available in retirement plan consulting and
administration. Unlike some large financial institutions,
we approach each retirement plan on an individual basis so
you get personal attention and someone to call whenever
you need help. Our services include:
- Participant recordkeeping
- Actuarial valuations
- Consultation and compliance testing
- Government form preparation
- Participant statement preparation
- Expert testimony
- Systems development
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Unbiased Solutions
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When it comes to choosing investments for your business’s
retirement plan, you want a solution that works in your
best interest. Trautmann Maher is independent of any financial
institution, advisor, or investment product, so you can
count on us for objective, upfront advice without hidden
fees or commissions. You choose the investments that are
best for your plan from a wide selection of options. Unlike
some large financial institutions, we do not require you to
choose a certain number of funds from any particular fund
family.
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