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Retirement Plan Services

Providing retirement plan services is a core business of The Deutsch, Smith & Colangelo Group. As such, this commitment is evident in the value-added retirement plan services we provide to our clients:

Consultative Plan Services

  • Information and advice on various plan features and design issues
  • Review the marketplace to help select an appropriate provider of administrative and record keeping services
  • Research and Recommend investment managers to meet your plan's objectives
  • Assist during plan set-up or conversion

Fiduciary and Regulatory Support

  • Provide regulatory and industry updates
  • Investment performance monitoring
  • Assist with selection of investment options
  • Track investment performance and compare with benchmarks
  • Monitor asset class style consistency
  • Conduct a periodic review of the Investment Policy Statement to ensure investments meet stated objectives
  • Assist with preparations or review an Investment Policy Statement

Employee Communication and Education

  • Leverage the services offered by your plan provider
  • Coordinate initial and ongoing employee-friendly enrollment meetings in conjunction with plan provider
  • Collaborate with your plan provider to offer ongoing investment education
  • Offer plan participants easy access to services and prompt response to inquiries
  • Coordinate education of participants and retirees on distribution options
  • Provide one-on-one guidance and investment education, if requested by the plan sponsor

Service Components

  • Serve as liaison between your firm and your plan provider
  • Benchmark the cost and services of your plan to ensure competitiveness
  • Provide updates on trends and survey information on retirement plans nationwide

Retirement Plan Designations

Michael Smith has obtained the following professional designation:

Qualified Plan Financial Consultant (QPFC). QPFC is the professional credential for experienced financial professionals who sell, advise, market or support qualified retirement plans. The QPFC program provides an understanding of retirement planning concepts, terminology, distinctive features of qualified plans and the role of retirement plan professionals. To obtain the QPFC designation, one must pass four exams. Once the credential has been successfully obtained, the designee is required to participate in extensive continuing education.

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