Retirement Plan Sponsors

MFP Strategies is an independent financial advisory firm providing investment advisory services and retirement plan oversight to plan sponsors and committees. Our mission is to help our clients design and manage their retirement plans to achieve successful participant retirement outcomes.

Our proactive team provides you with a holistic, customized approach for prudently managing your comprehensive retirement program - with increased peace of mind that your fiduciary duties are being fulfilled.  With our thought leadership, innovative strategies, and fresh look at the retirement industry, we help you:

  • Have a more competitive fee structure that could result in a better performing plan;
  • Have above-average participation, savings rates, and investment diversification amongst your participants; and
  • Retain, reward, and retire your employees.

Since 2000, we have worked with privately-held companies, public corporations, and nonprofit organizations in the management and oversight of their employee retirement plans. We serve clients in multiple industries - such as manufacturing, distribution, technology, engineering, healthcare, and retail–that are represented by service providers like Fidelity, Vanguard, T. Rowe Price, Prudential, Wells Fargo, Merrill Lynch, New York Life, Mass Mutual and others. Our plan asset sizes range from $5 million to $250 million+ and cover 200 to 10,000+ employees.



Announcing our proprietary, solutions-based approach!