Corporate Retirement Plans
Dietz & Lynch Capital takes pride in offering a comprehensive range of fee-based consulting services to plan sponsors and other fiduciaries of pension, profit sharing and 401(k), 403(b), 457 and Taft-Hartley retirement plans, as well as to foundations, endowments and trusts. We were the first plan advisor in New England to be certified by the Center for Fiduciary Excellence (CEFEX).¹ Based on ISO-standards, the CEFEX certification is a testimony to the quality and objectivity of our services. In addition, we were the first licensed adopter of the 2010 Fiduciary Standard developed and promulgated by the Foundation for Fiduciary Studies.²
Under the direction of Ed Lynch, we seek to deliver unbiased guidance and complete fee disclosure to help you manage your funding obligations, establish appropriate investment goals, design investment strategies, control costs and improve performance.
We specialize in creating successful retirement plan experiences for employers and employees by covering the full range of services you may need or require as a plan sponsor, including:
- Plan Design Review & Assistance
- Independent Plan Benchmarking and RFP Services
- Investment Review & Due Diligence, Analyzing & Monitoring Investment Fund Selections
- Fiduciary Practices Review & Assessment
- Participant Communications, Education & Investment Advice
When you work with Dietz & Lynch Capital, we serve as your Chief Retirement Officer, assuming the fiduciary responsibility inherent in your company retirement plan. We provide compliance assistance with complex and changing regulations to help you minimize personal and professional liability. Our unique approach helps you derive more value for every dollar spent on benefits, improve employee satisfaction and reduce costs.
