We're start-up specialists, providing specialized guidance on how to design and administer retirement plans.

OUR SERVICES

Plan Design & Implementation

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

Fiduciary Oversight

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

Participant Education

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

Investment Monitoring

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

Plan Benchmarking

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

RETIREMENT PLANS THAT WORK, FOR YOU AND YOUR PEOPLE

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.

Connect with us.

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.

lance@mcinnesgroup.com

(913) 378-7870

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.