Qualified Retirement Plan Services

DMJ Wealth Advisors, LLC serves as investment advisor to employer-sponsored qualified retirement plans throughout North Carolina. Our in-house qualified plan specialist leverages experience and education along with additional resources within and without our firm to offer services, including:

Plan design consulting designed to focus on important employer objectives such as cost-effective maximization of benefits for business owners
Plan investment menu recommendations and monitoring made according to a conflict-free standard of care as an ERISA 3(21) co-fiduciary
Participant education, accomplished through one-on-one sessions at a deeper level than the traditional group meeting model employed in the industry
Group enrollment meetings with newer employees prior to their entry into the plan to walk them through the enrollment process and important plan design provisions
Experience working alongside the employer’s day-to-day plan administrator to assist with smooth plan operation

Have a Question?

Name

Address

Phone

Question

Thank you!

Oops!