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.

COMPLIMENTARY PORTFOLIO REVIEW

Questions about your portfolio or seeking a second opinion? Contact a member of our team.

For more information, please contact Chad O’Connell at coconnell@dopkins.com.

* Dopkins Wealth Management, LLC is a registered investment advisor owned by the partners of Dopkins & Company, LLP.