27310 W. Oviatt Road,
Employee education and access to information is important to us and can contribute to the overall success of your self-directed retirement plan and compliance with ERISA Section 404(c). We at Dempsey Financial Services, Member of Velocity Advisors, are committed to providing you with an employee communication program designed to enhance the understanding and appreciation of the Plan by your employees through initial and ongoing employee education sessions which include but are not limited to:
These various participant-level programs and services are offered in either a "bundled" or "un-bundled" manner.
If you are interested in establishing a plan or have any questions about your current program, send us an email or give us a call at (330) 908-1087. Let our educational focus at Dempsey Financial Services, Member of Velocity Advisors, partner with you regarding an employee education program for your qualified retirement plan!