PLANNING FOR TODAY & TOMORROW

OUR SERVICES

COMPANY 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 company 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 company 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 COMPANY RETIREMENT PLAN SERVICES, DOWNLOAD OUR SERVICE SHEET OR CONTACT US.

Steve Maher

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STEVE MAHER

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