Why Morehead

We know you have options when it comes to designing and administering your retirement plan. At Morehead, we believe offering professional, local service to our plan sponsors is the best solution to ensuring you receive the highest potential benefit from your qualified plan.

So do you have confidence your retirement plan is:

• Properly tailored to your company's needs?
• Carefully communicated in understandable terms?
• Fully utilized at every level of your company?
• Locally, professionally serviced by retirement plan experts?
• Up to date with the latest regulatory guidance?
• Operating in compliance with established fiduciary standards?

The Morehead Solution

SIMPLICITY

We appreciate the urgent demands associated with running your business. With an emphasis on timely communication and advanced technology, our mission at Morehead is to alleviate the pressure associated with managing your retirement plan. We work closely with our advisors and investment partners to create a support team which will give you peace of mind that your plan is being carefully handled. Consider us an extension of your office.

TRANSPARENCY

In an increasingly competitive market where business expenses can make the difference between success and failure, Morehead recognizes the need for service providers who offer substantial value to your company for a reasonable fee. We welcome the opportunity to explain our services and the associated costs so you can be confident a relationship with Morehead is worth your investment. We also maintain strategic relationships with our reputable investment providers to fully offset your hard dollar expenses where possible.

DEPENDABILITY

Convinced that service works best in the context of relationships built over time, each of our clients is assigned a single plan manager to handle the day to day plan activities. This way, when needs arise you have one point of contact for all retirement plan related questions. At Morehead, you are not just a number. Because our plan managers spend time with your plan, they have an opportunity to get to know your particular needs. If challenges arise, we can approach them with creative solutions by combining our industry expertise with local, friendly service.

Longevity

Founded in 1941 with a focus on helping businesses create or enhance retirement benefit plans, Morehead Plan Administrators remains committed to its original purpose of offering a full range of consulting, actuary, and administrative services for the pension, profit sharing, and 401(k) plans sponsored by our clients.

Expertise

With over a century of combined experience, in an ever-changing regulatory environment, our professional team navigates the complexities of designing and maintaining plans that accomplish our clients' objectives. These objectives can range from complimenting an existing benefit and compensation policy to providing significant retirement plan benefits to owners and key executives.