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. You’ll quickly see the effects of our responsiveness and transparency. Our goal is to reduce stress for you as business leaders and your employees.

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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