Employer-Sponsored Retirement Plan Consulting

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.