PLANNING FOR TODAY & TOMORROW

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.