Retirement Plan Consulting

Retirement Plan Consulting for Your Business

SD Mayer’s corporate retirement services were created to support senior management with design, implementation and maintenance of your company’s retirement plan. Our objective is to make sure your plan is fully compliant with the fiduciary standards set forth in ERISA. Additionally, we recognize how important it is for every employee to be ready for retirement; and build customized education programs based on the unique characteristics of your organization.

Find out more at our Retirement site »

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

SDM Advisors

SDM Advisors LLC is affiliated with Retirement Plan Advisory Group, and along with hundreds of expert advisors nationwide, are united in our mission to build a winning retirement plan for employers and for their employees.

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Facts About Our Retirement Plan Services

  • Service Plan Model

    • Plan Design: Plan design consistent with company philosophy,
    • Benchmarking: Provider that balances fees, services & investments.
    • Investment Advice: Select skilled investment managers.
    • Fiduciary Compliance: Fiduciaries rest assured.
    • Participant Outcomes: Participants achieve retirement income potential.
  • The Right Equipment

    Being a fiduciary requires the right equipment;  we can make available various tools and resources to support the process.

    Our tools are Knowledge, Expertise and Ingenuity

    • Set standards that are easy to follow
    • Helps eliminate uncertainty
    • Helps save time
    • Helps ensure compliance

Thought Leadership

Our Business Advisory Team

Greg Barber
Marketing Director
Angelica Beas
Tax Supervisor
John Benjamin
Director, Business Development
Greg Blanton, CPA
Senior Tax Manager
Brian Ham
Controller
Cody Martin
Wealth Management Advisor
Stephen D. Mayer, CPA
Managing Partner & Founder
Wyatt Nelson
Chief Operating Officer
Ken Nguyen
Manager
Daniel P. Rush
Vice President
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
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