Qualified and Non-Qualified Retirement Plans

IS YOUR RETIREMENT PLAN KEEPING UP WITH THE TIMES?

  • Are you meeting all of your FIDUCIARY responsibilities?
  • When did you last update your Investment Policy Statement?
  • Are the plan’s fees and services benchmarked regularly to ensure they are “reasonable in lieu of services?”

With years of industry experience, Dick Dressler is the ideal partner to help you make the most of your retirement benefit offerings and assist in reducing your FIDUCIARY LIABILITY.

Call for an introduction to detail-oriented approach and a complimentary review of your plan. This complimentary review compares your plan to many service providers on 21 separate benchmarks to ensure that you’re paying the most reasonable fees possible and receiving the maximum value for that money. The results?  Reduced liability, lower plan fees and more employee participation.

Contact Richard at 770-329-5469 or Richard@Dresslerfinancialservices.com to set up an appointment.