JDH Wealth Management, LLC believes that retirement plans are best served by an independent investment advisor whose compensation is tied to the services provided rather than the products sold. With this level of independence, JDH helps you select the best available investment options and design a menu of pre-constructed model portfolios from which participants can choose, based on their individual risk tolerances and investment objectives. We also identify an administrative service provider who can help implement the plan in the most cost effective way. As with your advisor, we feel it is important for recordkeepers/administrators to clearly charge their own fees and not rely upon compensation from the funds that are available on their platform.

 

We looked at the retirement plan solutions available for small to medium-sized firms and determined that these plan sponsors are poorly served. We decided to develop a smarter approach to managing a company-sponsored retirement plan. Our approach provides you with a well-documented selection process, and a well-executed program that lowers your costs, lowers your fiduciary risk, gives you confidence and is designed to increase employee participation.

 

We operate on the premise that you should be able to understand the process so we make it simple and clear. From the start, we establish a relationship of open communication and transparency so you can make informed decisions. If there are issues with your current program, we address those and position your organization to move ahead safely and confidently.

 

 Recognizing that recordkeeping and administration of a retirement plan is a key component to implementing a successful program, we have completed due diligence on numerous companies across the country to identify the providers that can implement our investment approach with an eye toward client service and cost-effective delivery. Based on your company's needs, we will recommend the recordkeeper/administrator who we think would be the best fit for your plan.