The DNA(k) is a 401(k) plan thoughtfully designed for BIOCOM members. We’ve built the DNA(k) with the goal of simplified administration, fiduciary oversight and support, investment selection and monitoring, and comprehensive employee financial education and guidance.
Selecting and designing the ideal retirement plan is a complicated and time-consuming task. Let us handle that workload! As one of the Nation’s leading independent retirement plan consulting firms, we have the knowledge and experience to help you assess your plan’s goals, design the optimal plan features, evaluate and benchmark alternative providers, and negotiate the fee structure.
Selecting and designing the ideal retirement plan is a complicated and time-consuming task. Let us handle that workload! As one of the Nation’s leading independent retirement plan consulting firms, we have the knowledge and experience to help you assess your plan’s goals, design the optimal plan features, evaluate and benchmark alternative providers, and negotiate the fee structure.
In today’s competitive labor market, attracting and retaining top talent requires unique and comprehensive employee benefits. Couple that with the knowledge that a financially stressed employee is a less productive employee. Our comprehensive worksite financial education and wellness program delivers high-touch, and high tech support to your employees – and it’s customized to address the unique issues of your varied team demographics.
The Method
Through our dedicated method and periodic check-ins, mentors will bond with employees and create a financial plan to change behaviors in order to reach the desired outcome.
The Human Element
Our mentors are financial professionals with innovative ideas for assisting employees in easing financial anxiety and ultimately planning for a secure retirement.
The Research
Our online assessment takes employees through a series of questions to help identify opportunities and prioritize the elements that need to be addressed.
The Tools
Let’s identify and correct a primary cause of financial anxiety – overspending.
Education and guidance are critical elements in successful investment decisions.
Together we can improve an employee’s ability to react to the unexpected.
Easing employees’ debt load may help them start to save for retirement earlier.
We talk about starting early – remaining committed – getting the employer match.
We help plan because college costs will almost certainly continue to rise.
We will help employees get their investment mix in line with their long-term strategy.
We organize benefits to help provide a safety net for today and security for the future.
Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.
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Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). RetirementDNA and Resources Investment Advisors are separate entities from Triad Advisors, LLC. Please note the other companies referenced on this website are separate entities from RetirementDNA and Resources Investment Advisors and are not authorized to provide, and do not provide investment advisory services.
site design by digitalstoryteller.io
