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Retirement Services

Grand Management Group has helped many healthcare professionals start their businesses as well as make the transition into retirement.  We recognize your unique needs and meet them with service that is hands-on, ensuring the retirement you are working towards. We can work with your existing plans or start new ones.

Profit Sharing and 401(k) Plans

  • Profit Sharing
  • 401(k) Elective
  • Roth Elective
  • Safe Harbor
  • Cross Tested

Trust and Participant Accounting

  • Plan Valuations  - Annual / Quarterly
  • Participant Certificates
  • Contribution Calculations - Annual / Quarterly
  • Plan Testing
  • Plan Amendments

Cafeteria / Section 125 Plans

  • Medical Reimbursement Flexible Spending Plan
  • Dependent Care Plan
  • Health Insurance Premium Plan
  • Adoption Assistance Flexible Spending Plan

Health Savings Accounts

  • Set-up, design and educate

News & Notices

Alimony Changes

Alimony paid under post-2018 divorce decrees will no longer be deductible.   Recipients will no longer be taxed on alimony they receive.  Older divorce decrees can be modified if both parties agree.

Still Waiting On Your New Medicare Card?

New Medicare cards should be arriving soon for Michigan residents. Sign into MyMedicare.gov to see if your card has been mailed.

Our Team

Meet our retirement specialists

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