Retirement Plan Consulting

Comprehensive Services For Retirement Plan Sponsors

Dempsey Lord Smith, LLC provides comprehensive 401(k) plan consulting services to small businesses. We will design a retirement plan for your company, or we can consult with you on your existing plan. Our services include:

  • Choosing the right mix of funds for your employees
  • Organizing record keeping and other services
  • Reaching out to employees to help them understand their choices
  • Ensuring that your plan is in compliance with current regulations
  • Disclosing all fees charged by vendors and fund managers
  • Taking on fiduciary responsibility if needed

Your company’s retirement plan can play a big role in your company’s success. We have the experience and knowledge to help you offer the best plan to meet the specific needs of your employees.


© 2017 Dempsey Lord Smith, LLC | 901 N Broad Street Suite 400, Rome, GA 30161 | All rights reserved
P: 706-238-9575 | F: 706-238-9578 | jerry.dempsey@dempseyi.com |
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