Retirement Plan Services

There are thousands of mutual funds and hundreds of retirement plan platforms. How do plan sponsors know if their selections are based upon a disciplined, long-term objective?

Dopkins can offer retirement plan services to help you meet your fiduciary responsibility while providing a disciplined investment strategy that can help employees meet their financial goals in retirement. As advisors to retirement plans we can:

• Provide an informed and independent recommendation ­regarding which retirement plan platform we believe best fits your objectives.
• Recommend prudent, structured, low cost investment ­options.
• Design preallocated portfolios from which participants can choose, to achieve effective diversification.
• Provide a written Investment Policy Statement for the plan
• Share in the fiduciary liability by signing on to the plan as a co-fiduciary.
• Help you achieve 404(c) compliance by holding employee enrollment meetings and annual investment ­seminars.
• Monitor the plan and recommend any changes that we believe are in the best interest of the participants.
• Provide plan level reporting and meet with you quarterly to review performance and statistics.
• Provide a full fee disclosure and explain all fees to participants during enrollment meetings.
• Serve as a liaison between you and your ­platform provider, to ensure questions and concerns are addressed as quickly as possible.

Read about Prudent Investor Rule

For more information regarding Dopkins Wealth Management, LLC, please contact Brian G. Cannon

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