401(k) Plan Consulting

Building a successful retirement plan for an organization can be a daunting task, especially with all the other demands that come with running an organization. At Diversified Financial Advisors, we seek to serve as an extension of a client’s organization that helps simplify the process by delivering high-impact service — innovative solutions, comprehensive consulting, and business value. We offer retirement plan advisory services to defined contribution retirement plans and their fiduciaries based on the needs of the program and the services required by the plan sponsor. And as participation drives plan success, we also offer discretionary or non-discretionary investment advice regarding the plan’s investment options for plan participants.

Through our services, our mission is to treat your plan as if it were our own. We seek to achieve this by reducing fiduciary liability, reducing costs, increasing employee participation, providing ongoing investment education, and making the process as problem-free as possible for employers. By doing so, we believe we can help companies implement and manage a competitive retirement plan that doesn’t eat away at their costs or time.

As an independent, objective firm, we partner with the leading custodians and record-keepers, providing you with a best-in-class plan. Our team and strategic business partners include a number of professionals maintaining the highest fiduciary standard for delivering objective 401(k) advice, retirement plan management, custom investment options, and participant financial advice.