Deals & People
Dietz&Lynch Rolls Out Retirement Plan Advisory System
Dietz&Lynch Financial Group has unveiled an enhanced suite of retirement plan consulting services.
Reported by Nevin E. Adams
“Our new Retirement Plan Advisory System means more dedicated services to help ensure employers’ fiduciary compliance, and deliver a more successful and meaningful retirement plan for employees,” says Ed Lynch, Managing Director and CEO.
Core services rolled into the new system include:
- Investment due diligence analysis
- Scorecard Fund Ranking
- Service provider searches and benchmarking
- Plan design and annual review
- 404(c) fiduciary guidance
- Employee communications
Dietz & Lynch Group is headquartered in Newburyport, Massachusetts. You can find out more at http://www.dietzandlynch.com, or at 978-225-8386.