Corporate Retirement Plans
Retirement Plans for Living Life
When you select Daniels Benefit Specialists (DBS) as your partner in
corporate retirement plans for your organization, you get the finest resources available in the marketplace
today. DBS is one of the only independent brokerages in Colorado with
a full-time pension actuary on staff to manage retirement accounts. This
provides DBS's clients with a higher level of expertise in managing retirement
accounts, while providing access to multiple vendors. The end result
for organizations is enhanced returns for employees, more effective risk
management for the organization, and a deeper resource for investment
management and compliance assurance.
Why a pension actuary?
In providing a retirement account for employees, employers accept fiduciary responsibility for the assets in the retirement account(s). Managing funds, employees and fiduciary responsibilities is a challenging proposition. Our pension actuary provides you with guidance as to fund performance, fiduciary responsibilities, legal requirements, and market changes. Trust the professionals at Daniels Benefit Specialists to operate as an extension of your human resources department to provide assistance and expertise in this important and often complex responsibility.
Our Retirement Plan Services
Daniels Benefit Specialists, through its sister company Rocky Mountain Pension Consultants, is a full service retirement account consulting company. Our goal is to provide our clients with local expertise and a full suite of services to ensure legal compliance, investment flexibility, and fiduciary assistance. Our services include:
- Legal Compliance
- Complete Plan Review
- Establish Investment Policy Statement (IPS)
- Performance Management Relative to IPS and ERISA 404(c) Compliance
- Investment Flexibility
- Fund Evaluation and Performance Comparison to Like Funds via Morningstar
- Portfolio Evaluation
- Employee Education
- Enrollment Materials and Notification Letters
- Fiduciary Assistance
- Review Plan Expenses and Negotiate as Necessary
- Serve as a Local Resource for Plan Administrator, Fiduciary and Participants
If your broker is not providing you with the services outlined above, it's time to take advantage of our free analysis. Our many clients have enjoyed reduced risk and enhanced fund performance.
To schedule a free analysis of your retirement plans, please click here.