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DTY 401(k) Services

Plan well. Retire well.

DTY Wealth Planning Solutions provides quality 401(k) services to businesses and individuals throughout the United States. Whether you’re a business owner looking to establish a sponsored plan or an individual seeking a wider range of investment options, skilled management and strategic allocation is the groundwork to a successful 401(k) plan.

Our expertise and respected partners enable us access to an array of trusted resources while providing high quality services in the following areas:

  • Employer Sponsored Plans
  • Participant Plans

Employer Sponsored Plans

DTY Wealth Planning Solutions has built a reputation around quality service, ease of doing business, and expert partnership. By choosing DTY to manage your company’s 401(k) plan, you are able to offer your employees a comprehensive program that focuses on both your fiduciary obligations, as well as enabling your employees to save for retirement. Our employer sponsored plans offer:

  • Full fiduciary outsourcing available
  • Fiduciary Investment selection, monitoring, reporting, and management
  • Multiple investment options including target date mutual funds
  • Local, individualized information and service from Representative
  • Strategy design, strategy documentation, compliance and tax reporting services

Are your retirement plan providers meeting your Company’s needs? DTY Wealth Planning Solutions can offer your business retirement options that make your fiduciary duty more manageable while providing added value and protection to your employees.

Participant Plans

If your current retirement plan has what is called a ‘Self-Directed Brokerage Account’ (SDBA) option, then DTY Wealth Planning Solutions can provide you the services to fulfill this unique opportunity. Retirement plans with the SDBA option allow participants to take full control of a portion of their account. These assets can be transferred to a self-directed account which expands the participant’s range of investment choices, as well as provides them access to professional money management.

DTY Wealth Planning Solutions works with eligible participants, providing the same high quality management style as High Net worth Investors, Institutions and Foundations. By taking advantage of the SBDA option, participants have more choices, more flexibility and valuable advice.

Are you taking advantage of your SDBA? DTY Wealth Planning Solutions can provide you with these services, as well as personalized investment options to customize your portfolio and enhance your overall retirement income strategies.