Retirement Plans
Seasoned Advisors... Fierce Fiduciaries
DEInamic Advisors are experienced with defined contribution, defined benefit, and non-qualified plans serving as 3(21) or 3(38) fiduciaries on every plan.
Our Commitment
Community & Culture Builders
DEInamic Advisors understand the complex needs of plan sponsors and of plan participants. We are fierce advocates for our clients, becoming an integral part of your HR & Benefits team. Our intention is to make every employee feel cared for, listened to, and valued as we support them on their financial journey.
Plan Document Review
Annual Plan Strategy Meeting
Investment Due Diligence
Audit Support
Plan Health Review (with the Vendor)
Advisory Services
Plan Administrative Review/Assessment
Investment Policy Statement
QDIA Review and Analysis
Vendor Fee Analysis (Fee Negotiation)
Participant Financial Education and Guidance
Quarterly Retirement Plan Board Meetings
Fiduciary Training
Target Date Fund Review / Evaluation
Plan Benchmarking Plan Features, Design and Fees
Financial Wellness Strategy Development