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Corporate Retirement Plan Services

At Dahring | Cusmano, our mission is to help you build brighter futures for both you and your employees. We're with you every step of the way, providing the expertise, education, energy, and commitment needed to effectively manage your retirement benefits plan. Overall, we’re helping your team make the most of their investments and helping you attract and retain top talent…everyone’s a winner!

Explore our Process 

Hover over each section of the graphic to discover more information about our process.

Fiduciary

Existing Plan
Consultation
Plan
Design
Investment
Lineup
Employee
Education
Ongoing Consulting
and Maintenance

401(k) Management Services

We offer comprehensive retirement plans for small businesses and customized employee retirement plans that are tailored to meet the unique needs of your company and your staff. As experienced retirement plan advisors, Here's how we can help:

Retirement Plan Design and Implementation

We customize your 401(k) plan structure to fit your company's specific needs. This includes:

  • Selecting and setting up plan features like employer matching, vesting schedules, and eligibility requirements.
  • Ensuring your plan aligns with your company's goals and supports your employees' retirement readiness.


3(38) Fiduciary Services

As a 3(38) Investment Manager, we:

  • Have full discretionary authority to select, monitor, and replace investment options within the plan.
  • Conduct regular investment reviews to ensure the investment lineup aligns with the plan’s objectives and risk tolerance.
  • Relieve you of fiduciary liability for investment decisions by assuming full responsibility.


3(21) Fiduciary Services

As a retirement manager acting in a co-fiduciary role, we:

  • Provide investment advice and recommendations while you retain final decision-making authority.
  • Assist in selecting and monitoring investment options to meet the plan’s goals and comply with ERISA standards.
  • Share fiduciary responsibility, offering an extra layer of protection and guidance.
Fiduciary Oversight and Governance

Fiduciary Oversight and Governance

We help you stay compliant and informed by providing fiduciary training for plan sponsors and committee members. In addition, we conduct regular fiduciary reviews to ensure compliance with ERISA and other regulatory requirements.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.