Thank You for Registering

Thank you for RSVPing to the Retirement Planning Education Webinar.

The webinar will be conducted on our “Go To Meeting” virtual meeting platform.

You may already be familiar with this platform from previous meetings, but if not, you can access the meeting from your smartphone, tablet, desktop or laptop. You will be prompted to download their free app and then sign in.

Date & Time
Retirement Planning Education Webinar
Wed, Jun 23, 2021 1:00 PM – 2:00 PM (PDT)
Location
Please join my meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/779978373
Alternate Dial In
You can also dial in using your phone.
United States: +1 (669) 224-3412
Access Code
Access Code: 779-978-373
Access Code
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Questions? Reach out to us directly

Retirement plan with calculator pen and glasses

Custom 401k Solution

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.

R-DNA Retirement Plan Analysis

Our five-part Retirement Plan Analysis will provide a 360-degree view of all the key elements that comprise an effective plan.

Plan Design
Plan Administration
Fiduciary Compliance
Plan Investments and Expenses
Plan Education

Comprehensive Plan Provider Search

Investment Due Diligence

A critical fiduciary obligation of any plan sponsor is ensuring that the investment menu is well constructed, priced reasonably, and regularly monitored to ensure the unique needs of all plan participants can be met. Importantly is the ability to document the process and procedures employed to address this mandate. The process we employ in conjunction with Resources Investment Advisors has earned the distinguished CeFEX Certification for excellence in investment management.

Employee Financial Wellness

Worksite Financial Wellness

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.

REACH OUT FOR YOUR BIOCOM PLAN

CONTACT US

533 S Vinewood Street
Escondido, CA 92029

(858) 216-4144
info@retirementdna.com

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Disclaimer

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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.

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