We Have Your Plan, Your Committee & Employees in Mind

FACT: ERISA / The retirement industry continues to evolve with the plethora of laws and code changes, and the increasing fiduciary requirements employers have when providing employees with retirement benefits.

SOLUTION: It is our team focused discipline and our independent position which we believe differentiates us from many in our industry. We are focused solely on Investment Fiduciary services and where transparency is always present, helping manage liability and concerns that may arise down the road.

At DCG, the firm’s foundation was built around one core service model – to provide a Investment Fiduciary service for plan fiduciaries, trustees, investment committee and board members to partner with in supporting their obligations and responsibilities to the Plan. We not only provide service functions that help fiduciary decision makers, but we acknowledge fiduciary appointment to the Plan’s we advise for investment selection and monitoring. Our top-down fiduciary best practice approach and process begins with a clear understanding of the obligations we have when servicing a retirement program for the employees.

Our support services and functions that help support plan oversight includes:

  • ERISA education support and expertise
  • Investment Fiduciary services
  • Asset and investment monitoring and analytics
  • Proactive employee education materials and programs

At DCG, we understand that for many employers today, the internal resources within their organization can be limited, and that managing benefits can be quite burdensome. And that is where DCG becomes your benefit partner to assist and support corporate management and the internal HR/Benefits team with valuable resources and skill sets where needed.

At our firm, we have the client—and only the client—in mind.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.