You want the best for your employees. And as a responsible employer, you understand the significance of offering a retirement plan for your esteemed workforce. However, you are also aware of the intricate legal requirements and taxing responsibilities involved in administering such a plan. This is precisely why you have entrusted DCS Pensionmark to handle these complexities, allowing you to concentrate on your core strengths: efficiently running your business, empowering your employees, and delivering valuable products or services.
Because you are a leader in your organization, you likely know others who are in the same spot you once were—overwhelmed with the responsibilities of being a plan sponsor. Did you know that DCS Pensionmark is accepting referrals? As a retirement plan consulting firm, we solely serve retirement plan sponsors and their participants. Here’s how we can help the plan sponsors you know.
Providing Support for You and Your Network
Our mission is to deliver comprehensive advisory services that help plan sponsors meet and exceed their fiduciary responsibilities by providing them with the proper risk management solutions and independent advice they need. That means we not only oversee your investment fund lineup, we also make sure your plan is working for your company, set up proper plan governance, and more.
We’re thrilled to have earned the trust of so many clients through word-of-mouth referrals. Our expertise in retirement plans has enabled us to build long-term quality partnerships with top retirement plan providers in the industry that trust us with their retirement plans. If you have had a positive experience with DCS Pensionmark and want to share it with others, we thank you very much for your support and appreciation.
Do you happen to know a plan sponsor who could use our decades-long experience and exceptional service? Please feel free to refer them to us. We would be more than happy to assist them in optimizing their plan and answering their questions. They can reach out to me directly by emailing firstname.lastname@example.org to set up a free introductory phone chat.
Dan Shapiro is a retirement plan advisor and holds the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor certifications. With over 30 years of experience in the industry, Dan guides his clients through the entire retirement plan process, from plan design to compliance to investment oversight. His goal is to provide his plan sponsor clients with the ability to offer the right retirement plan the right way to their employees—a plan they can be proud of. He is one of the original 100 Accredited Investment Fiduciary® practitioners in the United States and uses his knowledge and experience to implement best fiduciary practices to ensure employees have appropriate investments to choose from and employers have a well-documented fiduciary process in place to mitigate risk. Dan is known for taking the time to understand his clients’ unique goals and situations and applying his holistic approach to customize and develop tailored strategies to improve outcomes and take some of the plan sponsor burden off their shoulders.
When he’s not working, you can find Dan at the park and marina near his house training his Australian Shepherd. He cherishes his frequent FaceTime calls with his grown children who live in Israel. In fact, Dan and his wife, Rita, consider their proudest life achievement to be raising their two children, Ashley and Joshua, to be productive and principled adults. Dan and Rita love to entertain, especially when it includes making great food with the smoker and barbeque. To learn more about Dan, connect with him on LinkedIn.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).