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About Us

About Us

Eric McMurdieCFP®, Partner

Greg McMurdieCFP®, CEBS, ChFC®, Partner

Scott McMurdieCFP®, Partner

Shea and McMurdie Retirement is a 30-year-old privately-held

business that works with privately-held businesses that have

existing retirement plans up to $50 million in assets. Independent

consultants, Shea and McMurdie Retirement is committed to

providing our clients with the personalized service and expertise

that will help make the client’s retirement plan a valued part of the

employers total benefit package.

Our Process

Quantitative Fact FindA. Data Gathering

B. Benchmark Data

C. Statistics

D. Plan Organization

E. Plan Design

F. Participation

G. Current Evaluation Process

Qualitative EvaluationA. Where do you want to be

B. Establish plan objectives

C. Measurements of plan success

D. Current likes and dislikes

E. What is important

As independent consultants,

we are committed to providing

the best services, options and

education that is right for our

clients. We also support our

clients’ employees through

educational meetings and tools

to help them seek to achieve

an independent retirement.

Our Process

Retirement Plan Evaluation Process

RetirementPlan Evaluation Process

Effective support centered around

these 5 fundamental areas is

crucial to the success of your

company retirement plan. Shea &

McMurdie Retirement Plan

Consultants can help you navigate

through the ever changing

retirement plan landscape.

RetirementPlan Evaluation Process

It is vital for every plan to

recognize who is and who is not

a fiduciary to the plan.

Understanding fiduciary roles is

key to the success of a

retirement plan.

Investment committees Prudent Man Rule Investment Policy Statements (IPS) DOL and IRS Audit Preparation Process. Process. Process.

RetirementPlan Evaluation Process

Contributions for Highly compensated

Top Heavy/ADP/ACP Testing

Expense Structure

Compliance with Disclosure Regulations 404(a) 5 and 408(b)2

Shea & McMurdie Retirement

works closely with plan

sponsors in benchmarking plan

expenses and helping to ensure

compliance with new

regulations.

In addition, having the correct

plan design will help employers

achieve the objectives they set

out for plan participants

RetirementPlan Evaluation Process

Investment Education

Retirement Education

Am I on track?

One-on-One consultations

Access to qualified professionals

Shea & McMurdie Retirement

works diligently to help educate

plan participants on the

benefits of participating in your

company retirement plan.

It is crucial that plan sponsors

see their advisors and

consultants work competently

with their employees on a

consistent basis.

RetirementPlan Evaluation Process

Criteria

Expense Management

Benchmarking

404(c) Compliance

In coordination with the

investment committee, the

professionals at Shea &

McMurdie Retirement prudently

evaluate the available

investment options to help

participants reach their goals.

RetirementPlan Evaluation Process

Collaboration with Recordkeeper and TPA

Enrollment support

Consistent representative

Timely and accurate reporting

From online enrollment to

accurate reporting, Shea &

McMurdie Retirement only

works with qualified

professionals to make sure

plan sponsors receive the

reports and other plan services

they require.

Questions?