Every plan sponsor has unique goals and objectives. As your plan consultant, Defined Plan Advisors will create an ongoing service plan specific to your needs. From plan design review to detailed investment analysis to employee communications and more, our dedicated consultants will deliver value-added services to ensure a successful retirement plan experience both for you and your employees.
We understand you face a variety of concerns with regards to your retirement plan. We focus on helping you to design a best in class retirement plan to address any number of issues that may be on your mind including but not limited to:
Independent investment analysis through our proprietary Scorecard System™.
Thorough market analysis and guidance through exclusive B3 Provider Analysis™ technology.
Guidance you need to navigate the legal and compliance landscape and reduce fiduciary liability exposure.
High-impact plans consistent with your company’s culture that drive successful participant outcomes.
Highly customized individual and group participant content structured to optimize outcomes.
Thorough process to identify a “best-fit” target date fund (TDF) series that is right for your plan.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Defined Plan Advisors or Retirement Plan Advisory Group. Investor Disclosures: https://www.kestrafinancial.com/disclosures.