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:
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.