Retirement Plan Services
Mason has a solution for organizational retirement plans including defined contribution, defined benefit and other types of plans. Mason’s retirement plan services group will work directly with your company’s retirement plan committee to help you design your plan’s Investment Policy Statement (IPS) and asset allocation model(s) and select and monitor your investment options. For pension plans, we can work with your committee on a discretionary (OCIO consulting) or non-discretionary (traditional consulting) basis.
For over 35 years, Mason has worked with wealthy private clients and institutional investors to craft detailed investment asset allocations for multiple types of investors with different time horizons and levels of risk tolerance. Mason is now committed to applying its asset allocation modeling and manager research processes to the retirement plan marketplace.
Mason is a full-service investment consulting firm with broad resources and capabilities. We have designed multiple services and service models to meet the differing needs and requirements of our institutional clients.
Click below for more information about Mason’s investment philosophy and process.
Click below to request more information about Mason’s retirement plan services.
Contact Us
Washington, DC Area Office:
Address: 11130 Sunrise Valley Drive, Suite 200, Reston, VA 20191
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)
San Francisco Bay Area Office:
Address: 2400 Camino Ramon, Suite 350, San Ramon, CA 94583
info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)
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Legal Disclosure
Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.
The Mason Companies is comprised of Mason Investment Advisory Services, Inc., a SEC Registered Investment Advisor; Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org); and Mason Associates.
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