From strategic plan design to simplifying the investment process, our expertise in working with 401(k) plans helps reduce trustee liability and increase retirement readiness of plan participants.
HIRE AN ERISA 3(38) INVESTMENT MANAGER > Delegate the responsibility of choosing and monitoring plan investments by hiring an ERISA 3(38) investment manager. DCA accepts co-fiduciary status in writing to help mitigate trustee liability and ensure the long-term success of your 401(k) plan.
SIMPLIFY THE INVESTMENT PROCESS > Participants utilize a two-step process when making investment decisions: 1) take the online risk tolerance survey, and 2) select the most appropriate model portfolio(s), from conservative to aggressive, based on the results of the survey.
INSTITUTIONAL INVESTMENTS > DCA offers low-cost, diversified institutional investment options by partnering with asset management firms like Dimensional Fund Advisors.
FEE TRANSPARENCY > Our fees are fully transparent and straightforward. DCA does not accept commissions and does not participate in revenue sharing, which allows us to evaluate each investment option free from conflicts of interest.
EDUCATE YOUR EMPLOYEES > Sound investment education is crucial in preparing plan participants for retirement. DCA provides in-person participant education provided by a Certified Financial Planner™ professional.