Domani Wealth Offices Closed September 24th                                                                    

All Domani Wealth offices will be closed on Tuesday, September 24, 2019 for employees and their families to enjoy a special Appreciation Event in recognition of the team’s work and dedication to providing quality service to clients throughout the year. If you have an urgent matter and need immediate assistance on this day, please contact your advisor on their cell phone.

We appreciate your understanding.

PLANNING FOR TODAY & TOMORROW

OUR SERVICES

BUSINESS RETIREMENT PLAN SERVICES

Whether you are a small family-owned business with several employees or a larger company with hundreds of employees, we understand the critical importance of having a well-defined retirement plan in place and work to provide a customized solution for plan fiduciaries and their participants.

Your Domani Wealth advisors will help determine the cost-effective, easy-to-manage retirement plan for your business. Our comprehensive offering of business retirement services includes:

  • Plan design and consulting
  • Help identify custodians, record keepers, and plan administrators
  • Coordinate with Third Party Administrator (TPA)
  • Employee education (Self-Directed Defined Contribution Plans)
  • Consult with plan sponsor regarding investment selection and recommendation for participant directed plans
  • Investment advice and monitoring
  • Participant Services (Enrollment, participant education, periodic updates, and participant support)

FOR MORE INFORMATION ABOUT BUSINESS RETIREMENT PLAN SERVICES, DOWNLOAD OUR SERVICE SHEET OR FILL OUT THE CONTACT FORM BELOW.

CONTACT US

Contact Us

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