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Employer-Sponsored Retirement Plan Consulting

Comprehensive Services For Retirement Plan Sponsors

Dempsey Lord Smith, LLC provides a wide-array of retirement plans for small businesses. Your advisor will consult with you on your existing plan or work with you to choose a new plan best suited for your business and employees. The services provided are:

  • Choosing the right mix of funds for your employees
  • Organizing record-keeping and other services
  • Reaching out to employees to help them understand their choices
  • Ensuring your plan is in compliance with current regulations
  • Disclosing all fees charged by vendors and fund managers

Your company’s retirement plan can play a big role in your company’s success. We have the experience and knowledge to help you offer the best plan suited to the specific needs of your employees.

Our Services

Kathi explains to Tammy and Jeff the important details concerning an Employer-Sponsored Retirement plan..

Our History

Years of experience help us with any changes in your life.