Miller Financial Planning

About Miller Financial Planning

<p>In Marshall, in south-central Michigan between Kalamazoo and Battle Creek, Miller Financial Planning works with employers on retirement plan oversight and employee benefits decisions.</p> <p>The firm advises on plan design and ongoing administration, including compliance support for sponsors that want clearer processes around vendor selection, fees, and plan setup. Miller Financial Planning takes on fiduciary work as both a 3(21) co-fiduciary and a 3(38) investment manager, handling investment monitoring and related documentation.</p> <p>For participants, the team provides one-on-one guidance through face-to-face or virtual meetings, helping employees understand their options inside the plan. The practice also works with higher education employers on retirement planning needs tied to academic institutions.</p> <p>With $0.3B in assets under management reported for 2026, Miller Financial Planning’s main differentiator is the mix of fiduciary investment management and hands-on participant advice delivered directly to plan sponsors and employees.</p> <ul> <li><a href="/plan-advisors">Retirement plan advisor</a> services for employers</li> <li>3(21) fiduciary support and 3(38) investment management</li> <li>Plan design and provider/fee reviews</li> <li>Participant education and individual advice (in person or virtual)</li> <li>Plan compliance support</li> </ul>

Website: https://millerfinancialplanning.com/business_solutions.html