Corporate Services


Defined Contribution Plans | Managing an employer's 401(k) or 403(b) can be much harder than you ever anticipated, especially when you're managing these types of plans for hundreds – if not thousands – of employees. That's where we step in.

We can offer you a wide range of services to help you review these plan investments, benchmark the plan provider costs, and document these processes. The following areas may be beneficial when you're checking if your employees are retirement ready:

• Investment advisory and risk management strategies

• Discretionary consulting services
• Cost analysis and benchmarking

• Retirement plan participant advice

Defined Benefit Plans | We're living in a time where we have to weather fluctuating financial markets and adjust to rigid regulatory requirements. These challenges, among others, can make it difficult for you to answer questions like:

• What are the risks of my plan, and when should I remove that risk?

• How can I share the investment risk with other plan participants?

• If I want to transfer risk to a third-party, how can I do so?

• When should I begin planning for termination?

Johnson & Greiner Financial Consulting Group not only strives to have the answers to your questions, but we believe our wealth of knowledge in this area also allows us to lessen the complexity you may face as a sponsor, and the solutions we offer through third-party affiliates can address the inherent risk of the markets.


Nonqualified Executive Benefits | In order to maintain the health of your company's retirement benefit programs, we believe it's wise to take a closer look at bringing harmony to both the qualified and nonqualified retirement plans.

We can help you identify any issues that may arise, get a better understanding of the associated costs, keep operations focused, and. most importantly, reward your company's employees for their value.

As your trusted partner in this endeavor, we will focus on these five key areas of plan analysis:

Design • Financing and security • Administration and benchmarking

Investment advice • Participant education


Institutions, Foundations, and Endowments | It's common for companies to have a desire for an increased philanthropic impact, but that can be difficult in times of market stress.

Our refined investment process allows us to guide non-profits through a wide variety of market scenarios, and we'll work directly with you to help create realistic goals and manage expectations. We want decision-making to be as easy for you as it can be.

We'll offer you our investment advisory services, which focus policy development, asset allocation, and searching/choosing an experienced manager. Our consulting services are geared toward transparency, but our focus will always be on your expectations and your objectives.