Douglas • McCarty Insurance Services partners with ING, Principal, Fidelity and other investment companies to bring the most comprehensive retirement planning solutions available. From plan design review to detailed investment analysis and employee communications, Douglas • McCarty Insurance Services delivers value-added services to ensure a successful retirement plan experience for both the employer and the employee.
Our retirement planning includes:
- Investment Analysis – A thorough due diligence system equips retirement committees with the analytics and documentation needed to enhance investment selection potential while minimizing risk/volatility.
- 404(a) / 404(c) Guidance – Compliance resources help plan fiduciaries recognize and meet their responsibilities as set forth by ERISA.
- Plan Design – Periodic plan review provides employers with ideas to enhance participation and increase operational efficiency.
- Employee Communications – Educational and advice services allow employers to make informed and rational decisions that help them attain their retirement account goals.
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