investment advisors, investment consultants, investment monitoring, investment performance, investment evaluation, defined contribution plans,  401(k) planning
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Defined Contribution Advisors, Inc.
Hopkins Office Center
33 Tenth Avenue South, Suite 375
Hopkins, MN 55343-1309

(612) 912-9900 (telephone)
(612) 912-0229 (fax)

admin@dcadvisors.com (email)

To Request Information

Please provide the following information:

Name
Title
Organization
Street address
Address (cont.)
City
State/Province
Zip/Postal code
Work Phone
FAX
E-mail

Please send me the following informational reports:

The Challenge of Investment Performance Monitoring
4 Critical Investment Performance Measurement Considerations
The 8 Keys to Managing a Successful Retirement Plan
Why Benchmark Your Defined Contribution Plan?

Please contact me regarding the following DC Advisors Services:

Plan Design/Redesign
Investment Policy Statements
Vendor Search and Contract Negotiations
Implemention and Conversion Management
Plan Performance Monitoring

OPTIONAL Additional Information:

Please tell us a little about you and your current defined contribution plan(s) - check all that apply:

Do you sponsor a defined contribution plan?   Yes    No

If yes, how many?

Plan 1 Plan 2 Plan 3
How many participants are in the Plan?
How much money* is invested in the Plan?
*in millions of dollars

Do you currently use a consultant for plan performance monitoring?
Yes    No

Who is your current plan recordkeeper?

Do you currently have a written Investment Policy Statement?
Yes     No

How many investment funds to you offer:  

What are the exact names of the funds you offer?

Thank you for your interest in DC Advisors.
We look forward to discussing your needs and plans.

Please remove me from your mailing and e-mail list:

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