Retirement | David Martin Agency

David Martin Agency, Inc., 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

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