401K Plans Management

Our 401k Plans Management Process

 

    Evaluate and Select an Appropriate 

  Plan Provider 

  Our wealth manager meticulously selects the

  fund that has the right balance of benefits, fees,

  and expenses for you and your 401k goals. 

 

    Investment Review and

          Performance Monitoring

  Investment management requires active and

  regular performance monitoring. Every quarter

  we perform in-depth reviews of your

  selected plan.

 

    Ongoing Plan Management

    We are always prepared to act when

  sudden events influence the markets to

  change rapidly. You will be informed of

  all changes made to your plan.

 

    Participant Education

    You will receive comprehensive support

  through semi-annual enrollment meetings and

  an annual educational meeting. 

 

    Annual Contract Review

  Desla provides employers with an annual
  meeting where we discuss all aspects of their

  401k plan and its management to ensure they

  are satisfied with the performance, costs and

  employee confidence in their 401k.