Comprehensive Plan Management & Plan Design Consulting

We serve as the "Quarterback" for all types of retirement plans providing a single point of contact for any and all needs related to administration, recordkeeping, plan documents, salary deferral / payroll processing, participant enrollment and investments.

Count on us to:

Creatively consult on the design of the Plan to achieve your goals as efficiently as possible
Oversee all compliance matters / testing and explain them in a way that makes sense
Maintain oversight of all service providers to your plan including the third party administrator, recordkeeper, custodian, investment managers and mutual funds
If necessary, lead the search for new service providers by managing the RFP process
Meet with you periodically throughout the year to review options, allocation strategies, testing and performance

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Investment Advisory Services are provided by investment adviser representatives of DR Advisory Services, LLC an S.E.C. registered investment adviser located in the State of New York. For information pertaining to the registration status of DR Advisory Services, LLC please contact the U.S. Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.