Retirement Plan Services – McInnes Group

[vc_row full_width=”stretch_row_content_no_spaces” full_height=”yes” columns_placement=”top” content_placement=”top” css=”.vc_custom_1754252235814{background: #236192 url(https://financialservices.mcinnesgroup.com/wp-content/uploads/2025/06/Retirement-Services-Hero.png?id=618) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;border-color: #236192 !important;}”][vc_column width=”7/12″ css=”.vc_custom_1751208213646{margin-top: 32px !important;background-color: #236192A6 !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_custom_heading text=”We’re start-up specialists, providing specialized guidance on how to design and administer retirement plans.” font_container=”tag:h1|font_size:56|text_align:left|color:%23F6E1D0|line_height:1.2″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:500%20medium%20normal%3A500%3Anormal” css_animation=”fadeIn” css=”.vc_custom_1751215502461{padding-bottom: 8px !important;padding-left: 22px !important;}” el_class=”responsive-text”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column][vc_empty_space][vc_separator color=”custom” border_width=”8″ css=”” accent_color=”#D97A00″][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column][vc_custom_heading text=”OUR SERVICES” font_container=”tag:h2|font_size:28|text_align:left|color:%23F6E1D0|line_height:1.3″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:500%20medium%20normal%3A500%3Anormal” css_animation=”fadeIn” css=”.vc_custom_1751209234762{padding-left: 2% !important;}” el_class=”responsive-text2″][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column width=”1/5″][vc_column_text css=””]

Plan Design & Implementation

Customized plan structures built to align with your organization’s goals and employee needs from day one.

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Fiduciary Oversight

Support for plan sponsors in meeting fiduciary responsibilities with confidence and care.

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Participant Education

Clear, engaging guidance to help employees understand their options and make informed decisions.

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Investment Monitoring

Ongoing analysis and review to help ensure investment offerings remain competitive, compliant, and well-aligned.

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Plan Benchmarking

Data-driven comparisons to evaluate plan performance, pricing, and features against industry standards.

[/vc_column_text][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces”][vc_column][vc_separator color=”custom” border_width=”8″ css=”.vc_custom_1751208947782{border-color: #D97A00 !important;}” accent_color=”#D97A00″][vc_empty_space height=”15px”][/vc_column][/vc_row][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” content_placement=”middle” css=”.vc_custom_1754252296110{background-color: #FFFFFF !important;}”][vc_column width=”1/2″ css=”.vc_custom_1751210950581{padding-left: 2% !important;}”][vc_custom_heading text=”RETIREMENT PLANS THAT WORK, FOR YOU AND YOUR PEOPLE” font_container=”tag:h2|font_size:22px|text_align:left|color:%23236192|line_height:1.4″ google_fonts=”font_family:Lato%3Aregular%2Citalic|font_style:400%20regular%20normal%3A400%3Anormal” css_animation=”fadeIn” css=””][vc_separator color=”custom” align=”align_left” border_width=”8″ el_width=”40″ css=”” accent_color=”#D97A00″][vc_column_text css=””]A successful retirement plan doesn’t just check the boxes—it empowers your employees and supports your business. At McInnes Group, we help employers design and manage plans that deliver long-term value, compliance confidence, and a better experience for everyone involved.

In this short video, we’ll show you how our team works with plan sponsors to simplify administration, strengthen fiduciary oversight, and help participants get retirement ready.[/vc_column_text][vc_btn title=”Contact Us” style=”custom” custom_background=”#236192″ custom_text=”#F6E1D0″ align=”left” css=”” link=”url:http%3A%2F%2Flocalhost%3A8881%2F%3Fpage_id%3D30|title:Contact%20Us”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1751211084318{padding-right: 2% !important;border-color: #D97A00 !important;}”][vc_video link=”https://vimeo.com/1094809454″ el_aspect=”43″ align=”center” css=””][/vc_column][/vc_row][vc_section full_width=”stretch_row_content” content_placement=”top”][vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” content_placement=”middle” css=”.vc_custom_1754252315009{background-color: #5E8AB4 !important;}”][vc_column css=”.vc_custom_1751211825857{background-position: center !important;background-repeat: no-repeat !important;background-size: contain !important;}”][vc_separator color=”custom” border_width=”8″ css=”.vc_custom_1751211865952{border-color: #D97A00 !important;}” accent_color=”#D97A00″][vc_row_inner equal_height=”yes” content_placement=”middle”][vc_column_inner width=”1/2″][vc_custom_heading text=”Connect with us.” font_container=”tag:h3|font_size:56px|text_align:center|color:%23F6E1D0|line_height:1.2″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:500%20medium%20normal%3A500%3Anormal” css_animation=”fadeIn” css=”” el_class=”responsive-text”][vc_empty_space height=”10px”][vc_separator color=”custom” border_width=”5″ el_width=”40″ css=”” accent_color=”#D97A00″][vc_single_image image=”1071″ img_size=”500×400″ alignment=”center” style=”vc_box_border” border_color=”orange” css=””][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text css=””]

Lance Zimmerman, Director of Retirement Plan Services

With nearly three decades in retirement plan management, Lance helps employers design plans that support compliance, governance, and meaningful employee outcomes. He’s known for building strong relationships and delivering tailored solutions that drive long-term retirement success.

[/vc_column_text][vc_custom_heading text=”lance@mcinnesgroup.com” font_container=”tag:h3|font_size:20px|text_align:center|color:%23F6E1D0″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:400%20regular%20normal%3A400%3Anormal” css=”” link=”url:mailto%3Alance%40mcinnesgroup.com|title:lance%40mcinnesgroup.com”][vc_custom_heading text=”(913) 378-7870″ font_container=”tag:h3|font_size:22px|text_align:center|color:%23F6E1D0″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:400%20regular%20normal%3A400%3Anormal” css=””][vc_single_image image=”639″ alignment=”center” onclick=”custom_link” img_link_target=”_blank” css=”” link=”https://www.linkedin.com/in/lanceazimmerman/”][/vc_column_inner][vc_column_inner width=”1/4″][vc_column_text css=””]

Carter Howes, Senior Consultant, Retirement & Benefits

A former college athlete with a finance and MBA background, Carter helps clients navigate retirement and benefit plans with energy and precision. Known for his drive and attention to detail, he supports both plan administration and business development.

[/vc_column_text][vc_custom_heading text=”chowes@mcinnesgroup.com” font_container=”tag:h3|font_size:20px|text_align:center|color:%23F6E1D0″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:400%20regular%20normal%3A400%3Anormal” css=”” link=”url:mailto%3Achowes%40mcinnesgroup.com|title:lance%40mcinnesgroup.com”][vc_custom_heading text=”(913) 217-9686″ font_container=”tag:h3|font_size:22px|text_align:center|color:%23F6E1D0″ google_fonts=”font_family:Noto%20Serif%20Georgian%3Aregular|font_style:400%20regular%20normal%3A400%3Anormal” css=””][vc_single_image image=”639″ alignment=”center” onclick=”custom_link” img_link_target=”_blank” css=”” link=”https://www.linkedin.com/in/carterhowes/”][/vc_column_inner][/vc_row_inner][vc_separator color=”custom” border_width=”8″ css=”.vc_custom_1751212127723{border-color: #D97A00 !important;}” accent_color=”#D97A00″][/vc_column][/vc_row][/vc_section]