Institutional & Retirement Plans
401(k) design, fiduciary support, and employee education for employers.
What it is
We support employers and institutions with retirement plan design, ongoing fiduciary oversight of plan investments, and employee education — helping organizations meet their obligations while giving employees a genuine financial wellness benefit.
Who it’s for
Businesses evaluating or currently sponsoring a 401(k) or similar retirement plan, and organizations seeking an executive financial wellness benefit for staff.
How we work together
- 01
Discovery
We review your current plan, provider, and fiduciary structure.
- 02
Plan
We recommend plan design, investment menu, and governance improvements.
- 03
Implement
We help execute changes alongside your recordkeeper and TPA.
- 04
Review
We provide ongoing fiduciary monitoring and employee education sessions.
Common questions
We can serve in a fiduciary capacity to the plan, depending on the engagement scope agreed with your organization — this is defined clearly in our service agreement.
In most cases, yes. We work alongside your existing recordkeeper and third-party administrator rather than requiring a change of providers.
This content is for informational purposes only and does not constitute personalized investment, tax, or legal advice. It is not a recommendation to buy or sell any security. Past performance is not indicative of future results, and all investments involve risk, including possible loss of principal. Meridian Capital Partners is a fee-only fiduciary; please see our Form ADV Part 2A for a full description of our services and fees.
Ready to talk about institutional & retirement plans?
Schedule a complimentary introductory call with one of our advisors.