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Plan Consulting

We are passionate about retirement plan consulting. The DCAdvisors team is dedicated delivering continuous oversight, rigorous processes, and exceptional plan advice and guidance.

We are committed to providing you unbiased plan guidance and recommendations, and to provide value to your organization through our proprietary plan development processes. To assure veracity, all of our firm’s revenues are “hard dollar” consulting fees paid directly by our clients.  We do not accept any commissions or 12b-1fees as payment for our services. 

Our Plan Consulting services leverage the diverse backgrounds and expertise of our leadership team and consultants. At DCAdvisors, we believe it is each consultant’s responsibility to understand all aspects of your plan, from both an investment and administrative perspective. Each consultant assigned to you will be able to provide the fiduciary support necessary to help build a successful retirement plan for your participants.

It all begins with thoughtful, effective plan design.

Comprehensive Plan Consulting Services

  • Plan Design
  • Fiduciary Governance
  • Benchmarking
  • Request for Proposal Process
  • Strategic Plan Oversight
  • Education & Communication
  • About
    • What We Believe
    • Why Clients Choose Us
    • Our Leadership
    • Daniel J. Esch
    • Lisa D. Tobey
    • Allen R. Weisz
  • Plan Consulting
    • Plan Design
    • Fiduciary Governance
    • Benchmarking
    • Request for Proposal Process
    • Strategic Plan Oversight
    • Education & Communication
  • Investment Consulting
    • Investment Policy Enhancement
    • Array Development
    • Performance Evaluation
    • Investment Manager Search
    • Customized Asset Allocation
    • Education
  • News & Resources
  • Contact

CLIENT SIGN IN

What We Do

We help companies meet the objectives established for their employee retirement programs. At DCAdvisors, we accept responsibility as each client’s fiduciary partner. We are obliged solely to our clients to provide trustworthy expertise, independent guidance, and unbiased recommendations with regard to their retirement plans and investments.

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Why Clients Choose Us

Retirement plan sponsors demand reliable advice and guidance. They have confidence in our commitment to independent fiduciary management. They appreciate our depth and expertise. They value our proprietary processes and plan principles. And they entrust us to deliver the expert plan development and unbiased investment recommendations that help create successful employee retirement programs.

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