Edward Jones Retirement Plan Platform Change
Click here for required EDJ Forms and Approved Vendor Paper work
MGA Consultants, Inc. as an independent Third Party Administrator (TPA), provides comprehensive retirement plan design and administration services to business on both a local and a national level.
The staff at MGA works with our clients' selected investment provider and other plan advisors to offer a specialized support team approach to plan servicing. The MGA specialty team approach offers maximum flexibility in choice, maximum operational support for the plan, and the highest degree of technical specialization available. MGA Consultants, Inc. does not manage funds or advise clients on the investment of their assets. Our contacts within the pension field enable us to offer a wide range of resources including financial advisors and accounting firms.
Our servicing philosophy is founded in developing communications. MGA Consultants, Inc. provides individualized support to develop broad based client understanding of plan options and operating requirements. In addition, we structure strong communications and interface links to promote efficient plan operation. This approach combines the quality and scope of services usually inherent in large international consulting firms with the more personalized client service associated with small businesses.
Our Customers Say :
“MGA has helped me to bring a higher level of service and professionalism to my retirement plan business"
-Jeffery Quesenberry, Financial Advisor, Edward Jones Investments
“MGA provides an easy solution to help my clients pursue their retirement savings goals. The online interface and support team is easy to work with and responsive”
-E. Andrew Gerner, Financial Advisor, Tongue GERNER Financial Services, LLC.
“MGA provides a simple and efficient turnkey solution for retirement planning to my small business”
-Barrett Penan, CPA, Penan & Scott, P.C.