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Corporate Retirement Plans

Attracting and keeping talented employees is key to your company’s future.

Your employees are focused on their responsibilities of today – 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.

Our Dorman Legacy Advisors, LLC team can help you build a customized retirement plan that protects you as the employer, encourages your employees to participate and promotes informed investment decisions.  With experienced plan design consultation and vendor selection, we partner with you to help ensure an efficient and effective retirement plan that you can be proud to offer to your employees.

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 financial wellness education program, we help your employees set and meet their personal retirement goals.

Our Corporate Retirement Plan Services Include:

  • 401(k)
  • Profit Sharing
  • Defined Benefit Pension
  • Plan Sponsor Consultation & Support
  • Financial Wellness Education

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