At DSL Financial Services, we assist in reducing the fiduciary risks and complexities associated with managing your company retirement plan, while promoting participant education to instill long-term financial wellness for your participants.
Plan Sponsor Services:
Review current 401(k) plan design and documentation process
Assist in preparation and review of Investment Policy Statement
Review and benchmark investment fund line-up
Assist in reviewing all fees and expenses to your plan
Provide 3(21) and 3(38) Investment Fiduciary Services
Provide quarterly monitoring and documentation for fund line up
Provide ongoing education to participants
Provide annual 401(k) plan benchmarking
Conduct Semi-Annual or Annual Trustee meetings
We are unable to accept investment, distribution, or account change instructions via email. Please call the office at 845-454-4110 for these requests.
