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The Right Way
Strategy, tactics and execution: a well-run retirement program
relies equally on each phase, from assessing company needs
through studying and selecting superior plan options to ensuring
every employee has been motivated to participate.
We have decades of experience helping clients to develop,
implement and manage plans designed to fit their needs. Our
dedicated experts provide ongoing support to optimize the
benefit for each participant and maximize the value for each
client.
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Expert Advisors: Retirement specialists at DGO
Employees Benefits work as independent, objective consultants,
providing our clients the peace of mind of knowing that
their plan is being supported by experienced professionals
dedicated to its success.
Compliance and Fiduciary Support: Retirement
Services at DGO Employees Benefits is a year-round job,
not a part-time or annual event. Our clients are confident
that their plans are always in compliance with ever-changing
government regulations and, as Plan Fiduciaries, are
always operating their plans with participant interests
in mind.
Continuous Improvement: Our objectives are to
constantly seek ways to improve our service and to maximize
the value of our client's plans. We want our clients
to know that they are receiving the best possible combination
of services and price available in the market.
Peace of Mind
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Every effort is made to make certain that clients continue
to meet their fiduciary responsibilities. Investment options
are continually monitored and evaluated, and clients kept
informed of legislative and regulatory changes that could
affect their plans.
A Successful Plan
Every client’s retirement plan is benchmarked to ensure
it is up to market standards. We work to increase participation
rates and maximize salary deferrals. Employees are encouraged
to learn as much as possible about their plan; it is our experience
that the more employees know, the more likely they are to
take full advantage of their retirement benefits.
Ongoing Achievement
Responsive client services experts assure the continuing success
of every retirement plan we support. Our consultants work
closely with clients to maximize plan participation using
proven communication and employee education techniques. We
negotiate reasonable fees and expenses and ensure that each
plan offers a broad range of top-performing, quality investment
options.
Strategy, Tactics and Execution
We provide clients the hands-on approach of traditional brokers
combined with the strategic thinking of consultants. As a
result, we deliver complete retirement plan solutions aligned
with your business strategy.
For more information about our Retirement practice, call
us today at 617-661-6601.
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