Retirement Plans

Taking care of your employees is key to your company’s future

Your employees are focused on the here and now – but your job is to set the vision for the future. Part of that vision is helping your employees prepare for a financially secure retirement so that they are not caught short.  

At Dorman Legacy Advisors, we can help you build a customized retirement plan that protects you as the employer, encourages employees to participate and promotes informed investment decisions.  We focus on behavioral economics to change participant behavior so that your employees become less passive and more engaged in planning for their retirement.  Through our education program, we help explain the aspects of the plan design, the investment and vendor selection, and how best to communicate.

Our Retirement Plan Services include:

  • 401(k)
  • Profit Sharing
  • Pension
  • Plan Sponsor Support

Taking care of your employees is key to your company’s future.  Taking care of your employees is just as much the key to ours.