Partnering with Employers to Develop Effective Retirement Plans


What We Do

Our business is devoted to corporate retirement plans. As such, we understand the different needs of employers in all industries and each job position within a company. We bring comprehensive support to each including consulting, investments, education and technical expertise.

401(k) Planning and Evaluation

Our 5 step plan process is designed to help create and maintain successful retirement plans for clients and successful results for employers. Click on a plan step below to learn more:

click map Fiduciary Responsibility Plan Design & Expenses Employee Education Investment Selection Plan Services

Why We’re Different

For over 40 years and two generations, Shea & McMurdie Retirement has been passionate about helping employees achieve financial independence. We believe that supporting retirement plans of small and medium-sized businesses allows us the best opportunity to impact employees and assist businesses in realizing their potential.

Contact Us

Thank you for your interest in Shea & McMurdie Retirement. We would love to hear from you so please drop us a line.

Shea & McMurdie Retirement
2435 N. Central Expressway Suite 1020
Richardson TX 75080
Get Directions

Phone: (972) 907-0110
Fax: (214) 292-8889