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.
ERISA 3(38) Fiduciary Liability Mitigation & Relief
Investment Selection & Monitoring
On Site Education & Enrollment Meetings
Semi-Annual Fiduciary Plan Reviews
Help Organize & Maintain all ERISA Documentation
Ongoing Fee Analysis & Benchmarking
Coaching & Advice from a CFP® Professional
Proactive, Timely, and Relevant Communication
Semi-Annual Reviews of Each Participant Account
Complementary Financial Planning Meetings
Professionally Managed Low-Cost Investment Portfolios
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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