Customized Plan Design

Dopkins Wealth Management is different from many advisory firms; we do not use off the shelf box solution for companies.  We don’t sell products, we offer customized retirement plan solutions for organizations wishing to truly reap the benefits an independent advisor can offer.

These benefits begin with an in depth analysis of the current plan.  As the advisor to your plan, we can:

  • Analyze your current program, incorporating up to the minute ERISA and tax law rules
  • Offer flexible plan objectives to maximize the returns for targeted individuals
  • Illustrate the financial and tax advantages of a particular qualified plan
  • Provide a side-by-side comparison of the following plan types:
    • Profit Sharing | Integrated Profit Sharing | Defined Benefit | Age Weighted | New Comparability | Money Purchase | Safe Harbor 401(k)  | 401(k) | SIMPLE | SEP |Solo (k) | Cash Balance DB | Hybrid Plan
  • Determine plan eligibility based on age and service
  • Perform non-discrimination test analysis to ensure plan design compliance
  • Incorporate various plan assumptions and objectives
  • Provide employers with planning opportunities not offered through generic plan packages

Dopkins advisors will provide a detailed analysis of your current plan’s design and/or create a customized design scenario based on your objectives and current employee base.  This analysis can help you evaluate whether a change to your current plan would better serve your participants and your business.

To learn more about our retirement plan services and how to become a client, please contact Chad O’Connell, AIF® at or (716) 634-8800  (888) 634-0001


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

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

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