The Mason Companies
  • About Us
    • Company Overview
    • Key Personnel
    • News & Announcements
    • Recognition
    • Career Opportunities
    • Business Continuity Notice
  • Services
    • Services Overview
    • Private Clients
    • Institutions
  • Thoughts
    • Thoughts Overview
    • Investment Philosophy and Process – Private Clients
    • Investment Philosophy and Process – Institutions
    • Research
  • Client Portals
    • Mason Client Portal
    • TD Ameritrade Client Portal
    • Pershing Client Portal
  • Contact Us
  • Search
  • Menu Menu
  • LinkedIn
  • Twitter

Retirement Plan Services

You are here: Home1 / Services2 / Institutions3 / Retirement Plan Services

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.

Learn More about Our Philosophy and Process

Click below to request more information about Mason’s retirement plan services.

Request More Information

Institutional Services

  • Traditional Consulting
  • Outsourced Chief Investment Officer
  • Data Aggregation and Reporting
  • Retirement Plan Services

Institutional Clients

  • Community Foundations
  • Educational Institutions
  • Arts and Cultural Organizations
  • Private and Family Foundations
  • Healthcare Entities
  • Corporate Foundations
  • Social Services Entities
  • Public Funds
  • Family Offices

Contact Us

Washington, DC Area Office:

Address: 11921 Freedom Drive, Suite 1000, Reston, VA, 20190
info@masoncompanies.com
(703) 716-6000 (Phone)
(703) 716-6020 (Fax)

 

San Francisco Bay Area Communications:

info@masoncompanies.com
(925) 365-1603 (Phone)
(925) 365-1756 (Fax)

Sign up for updates

  • This field is for validation purposes and should be left unchanged.

Legal Disclosure

Investment Management and Financial Planning Services are provided by Mason Investment Advisory Services, Inc.

Mason Investment Advisory Services, Inc. is a SEC registered investment advisor and has an affiliate, Mason Securities, Inc., a FINRA Member Broker/Dealer (www.finra.org).

All information contained on this website is © Copyright, Mason Investment Advisory Services, Inc.

All client portals are provided on an “as is” and “as available” basis. Use of these websites is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website. Using the portal requires the use of a password and a user name. Please take appropriate security measures to maintain the confidentiality of your password and username.

PRIVACY POLICY

Click here for Mason Investment Advisory Services, Inc.’s Customer Relationship Summary

Click here for Mason Securities, Inc.’s Customer Relationship Summary

© Copyright 2018, Mason Investment Advisory Services, Inc. All Rights Reserved.
  • LinkedIn
  • Twitter
Scroll to top