Employer Sponsored Plans

Empowering Your Employees with Expert Financial Guidance

Your employees deserve access to knowledgeable, trustworthy financial advice. That is why we provide CERTIFIED FINANCIAL PLANNER™ professionals, all holding Series 65 licenses, dedicated to delivering comprehensive, personalized financial guidance to your workforce.

Our Primary Objectives for Employer Sponsored Plans

  • Maximize Participation and Engagement: Foster greater plan enrollment and utilization while reducing overall plan costs and minimizing fiduciary risk for your organization.

  • Enhance Company Culture: Cultivate a positive and supportive workplace by alleviating financial stress through tailored financial education and resources.

  • Enable Employees to Retire with Purpose: Measure retirement readiness with clear, actionable metrics designed to motivate meaningful steps toward personal financial goals.

Our Approach

Selecting the ideal retirement plan for your organization can be complex, regardless of whether it is a 401(k), 403(b), or some alternative option. With the right expertise by your side, this decision becomes clear and straightforward.

J.M. Arbour partners exclusively with leading Third Party Administrators (TPAs), custodians, and record keepers, delivering seamless, efficient solutions tailored to your company’s unique needs. We offer both bundled and unbundled plan structures, each providing open investment architecture, seamless integration with payroll and technology providers, and competitive pricing designed to benefit your bottom line.

Join the Retire on Purpose Movement

Many organizations have already embraced our philosophy of intentional retirement planning, empowering employees to build secure, fulfilling futures. We invite you to join them.

For more information or to speak with one of our Retirement Plan Specialists, please contact us Monday through Friday, 8:30 AM to 5:00 PM EST at 207-248-6767.