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Retirement Plan Consulting Services

At Chase Dominion Advisors, we combine our experience in retirement plan services with your specific objectives to develop a retirement program that seeks to meet your business needs while helping your participants pursue their important retirement goals.

Plan Search Support/Vendor Analysis

We can assist you with the preparation, distribution and evaluation of Request for Proposals, finalist interviews, and conversion support.

  • We are both vendor and investment neutral which allows us to act as true independent consultants.
  • We work with industry-leading retirement plan services providers and plan administrators to help meet a broad range of retirement plan needs.

Benchmarking Services

We provide you with comparisons of Plan data (e.g., regarding fees and services and participant enrollment and contributions) from the Plan’s prior years and/or a benchmark group of similar plans. With access to sophisticated investment tools and independent research, we are able to examine a broad range of providers and generate detailed reporting and comparisons.

Assistance Identifying Plan Fees

We help you identify fees and other costs borne by the Plan for investment management, recordkeeping, participant education, participant communication and/or other services provided with respect to the Plan.

Our comprehensive Retirement Consulting Services include:

  • Investment Policy Statement preparation and review
  • Investment Monitoring and Recommendations
  • Changes in Investment Options
  • Qualified Default Investment Alternative Assistance
  • Performance Reports
  • Plan Search Support/Vendor Analysis
  • Benchmarking Services
  • Identifying Plan Fees
  • Plan Committee Education
  • Plan Participant Enrollment and Education
  • 404(c) Assistance

Learn more about Plan Sponsor Services: