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David Martin Agency - Benefit Consulting Group
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Retirement Plans

AFG|Ahmann-Martin provides comprehensive retirement plan services including the design, development, and ongoing analysis and review of your retirement benefit package.

Specifically, we can provide:

  • New plan design including plan evaluation, funding requirements, investment selection, etc.
  • Existing plan review including a comprehensive review of current service providers, benchmarking, investment platform and policy analysis, document review, design, and employee education programs
  • Vendor search, selection, placement and RFP
  • Plan conversion including process monitoring, information flow, on time and within specified budget expectations
  • Investment Review and Policy Development including analysis of investment platform, plan expenses, management, plan allocation, plan performance, portfolio overlap review, etc.
  • Recommendations with guidance to help meet fiduciary responsibilities
  • Fiduciary audit and review services including best practices to avoid breach of duty and improve plan performance
  • Fee benchmarking services as ERISA requires that plan fees be “reasonable.”
  • Accredited Investment Fiduciary Analyst™ (AIFA) - Our retirement plan department holds this distinction to help you correct shortfalls and reduce fiduciary liabilities and potential legal action

Quick Links

Contact Us

email:

Phone: 952.920.4516

888.889.9013 (toll free)


© 2014 David Martin Agency, Inc.

6800 France Ave South, Suite 735

Edina, MN 55435

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