Ensuring a successful retirement outcome for every participant in a retirement plan can often be a Plan Sponsor's greatest challenge... We can help!
Sponsoring a retirement plan for your business can be overwhelming and complex. Our job is to simplify the process and improve the experience for everyone. Our mission is to provide your employees with the behavioral knowledge, investment options, and financial planning resources that will help each of them to prepare for a successful retirement.
Employer Benefits
1
ERISA 3(38) Fiduciary Liability Mitigation & Relief
2
Investment Selection & Monitoring
3
On Site Education & Enrollment Meetings
4
Semi-Annual Fiduciary Plan Reviews
5
Help Organize & Maintain all ERISA Documentation
6
Ongoing Fee Analysis & Benchmarking
Employee Benefits
1
Coaching & Advice from a CFP® Professional
2
Proactive, Timely, and Relevant Communication
3
Semi-Annual Reviews of Each Participant Account
4
Complementary Financial Planning Meetings
5
Professionally Managed Low-Cost Investment Portfolios
6
Behavioral Finance Coaching & Education
In the current environment of increased ERISA regulation, DOL plan audits, and retirement plan litigation, Plan Sponsors are looking for ways to decrease their fiduciary liability while at the same time enhancing the retirement plan experience for their employees. To meet these objectives DecisionPoint Financial serves as an ERISA 3(38) Investment Manager and assumes the fiduciary liability for the selection, and monitoring of the investments in your Plan. We also take full responsibility for providing your employees with critical education and regular account reviews. This helps prevent plan participants from making behavioral mistakes that can cost them dearly at retirement. Every plan participant has direct access to a CERTIFIED FINANCIAL PLANNER™ with extensive experience in advising retirement plan participants.
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