Midwest Retirement Partners, LLC is a Registered Investment Adviser specializing in providing pension consulting services to businesses that offer company-sponsored retirement plans. MRP has the expertise and flexibility to provide full-service solutions to fit each client’s unique needs and circumstances.

While the work MRP performs is often complex, the motivation is simple. MRP overarching goals are to:

• Help working people save and prepare for a dignified retirement.
• Help companies meet their fiduciary responsibilities and reduce liabilities.
• To always act in the best interest of the clients we serve

Most financial professionals do not specialize in advising qualified retirement plans. Those that do offer services to retirement plans usually only provide minimal investment guidance, and fewer still offer occasional participant education meetings. MRP takes its work a step further to offer small and mid-sized businesses retirement plan consulting services that are usually only offered to large companies.

To maintain accountability and improve outcomes, each client receives a custom service plan that provides a strict framework for:

• Investment monitoring and oversight.
• Creation and maintenance of the plan’s Investment Policy Statement (IPS).
• A participant education plan tailored to each client’s unique needs including one-on-one and group meetings.
• Compliance and administrative support.
• Fiduciary training for plan administrators and fiduciaries.
• Creation and upkeep of the plan’s fiduciary document file.
• Enrollment support for new participants.
• Full service Request for Proposal (RFP) management.

John Beck is the Founder and Principal of Midwest Retirement Partners, LLC. John began his career in financial services in 2015 and has since worked as a consultant for hundreds of financial advisors, business owners, and retirement plan administrators.

Prior to founding MRP in 2019, John worked in the distribution arm of a large midwestern real estate investment firm and as a retirement plan consultant for ADP Retirement Services. In those settings John provided his knowledge and resources to financial advisors and their clients to navigate complex transactions and scenarios.

While providing services to the financial advisor community, John recognized the need for plan sponsors to have access to an independent retirement plan adviser with the knowledge and skills to guide them through the intricate and ever-changing process of properly administering a company sponsored retirement plan.