4801 Cox Road,
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.
We can assist you with the preparation, distribution and evaluation of Request for Proposals, finalist interviews, and conversion support.
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.
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: