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.


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


We offer customized retirement plan solutions for organizations wishing to truly reap the benefits an independent advisor can offer.

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Dopkins Wealth Management works with plan fiduciaries to help ensure compliance with all relevant rules and regulations.

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Our advisors will ensure that your retirement program offers appropriate investment options for employees of any age and risk tolerance.

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A year by year plan to draw down your assets in the most tax efficient manner possible during retirement.

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A Cash Balance Plan allows for larger annual contributions, resulting in substantial tax savings.

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For more information, please contact Chad O’Connell at

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

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