Retirement Planning
GlobalMacro offers a full suite of defined benefit, defined contribution and IRA based retirement planning services for small and middle market businesses as well as individuals.
GlobalMacro offers a full suite of defined benefit, defined contribution and IRA based retirement planning services for small and middle market businesses as well as individuals.
Custom Plan Design and Management
Our open architecture approach allows us to tailor retirement solutions for each client, addressing optimal plan design, institutional investment choices, seamless administration and reporting, expense control, as well as professionally delivered employee education and enrollment. Our goal is to be your strategic partner, delivering the most advantageous integrated package of retirement solutions to you and your business.
Our open architecture approach allows us to tailor retirement solutions for each client, addressing optimal plan design, institutional investment choices, seamless administration and reporting, expense control, as well as professionally delivered employee education and enrollment. Our goal is to be your strategic partner, delivering the most advantageous integrated package of retirement solutions to you and your business.
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Qualified Plan Solutions
Traditional 401(k) Safe Harbor 401(k) Profit Sharing Plans Defined Benefit Plans SEP and SIMPLE IRA Plans Solo 401(k)/Profit Sharing Plans Solo Defined Benefit Plans |
Non-Qualified Plan Solutions Services
Supplemental Executive Retirement Plans Executive Incentive Plans |
Individual Retirement Accounts
Traditional IRA Roth IRA Rollover IRA |
Consulting Services
GlobalMacro provides customized consulting services for businesses to assess current plan design, regulatory compliance, investment offerings and expense structures to maximize tax savings, minimize plan costs and fiduciary risk.
GlobalMacro provides customized consulting services for businesses to assess current plan design, regulatory compliance, investment offerings and expense structures to maximize tax savings, minimize plan costs and fiduciary risk.
Please see the disclosures section of this website for more complete information including disclosures, disclaimers and additional legal information.