Meridian Advisory Services, LLC - Helping Clients Achieve Their Lifetime Financial Goals
Our 401(k) Product
The Meridian Advisory Services 401(k) program is geared toward small-to-medium sized businesses, provided in cooperation with Fidelity Investments, the largest manager of 401(k) plans in the country. This plan yields a high return on investment through diversified fund options and is fully compliant with current regulations. Our plan provides significant cost savings to employers over the competition. Participants are able to access a world-class website for their personal convenience.
Below is a depiction of the components of this 401(k) program.