Broker Check

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 

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