Retirement Plan Consulting Services
At Chase Dominion Advisors, we combine our expertise 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.
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 unbiased 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:
Learn more about Plan Sponsor Services: