401(K) Plans Management
401k planning can be overwhelming for business owners. That is why we aim to maximize your retirement savings while providing education and support to help you make informed decisions. Partner with us to alleviate the stresses of 401k planning. Here’s an overview of our 401k Plans Management process.
Our 401(k) 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.
Take The First Step Towards a Secure Retirement.
Set Up a Consultation with Desla’s Wealth Manager Today
