We are pleased to announce that we have been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers! The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans, such as 401(k), 403(b), & 457(b) plans, across the US.

  • Award is not indicative of investment returns. Selection criteria can be found: here.

Employee Benefits Are Our Specialty.

Let us help you take your company to the next level.

Ready for Easier HR Technology?

Let us streamline your HR Systems to offer you more efficiency and less stress.

Are you paying too much for your retirement plan?

Try our complimentary plan analysis tool.

Health Care Reform:

Let us help you comply with the regulations.

Our Specialties

Benefits Consulting

We will serve as the personal consultant for any or all of your benefit plans. We’ll provide you with our expertise and on-going services including: custom plan design, claims reviews, investment reviews, cost/fee benchmarking, renewal services, on-site employee meetings, and more!

Retirement Plans

We will assist you in creating a retirement program that is both attractive to your employees and affordable for your company. We will regularly review the plan and advise you on your decisions as plan sponsor. Our account executives will personally meet with each of your employees to assess their unique situation and help them invest confidently for the future.

Group Health Insurance

As health insurance premiums continue to rise, its becoming increasingly difficult for employers to offer quality plans to their employees. That’s where we come in. We can do an in-depth analysis of your group and design a cost-effective health insurance plan that will promote both the health of your employees and the success of your company.

HR Technology Solutions

Our team of HR, benefits, and payroll technology advisors allows us to diagnose your current capabilities, pinpoint gaps, and implement comprehensive solutions based on your specific needs. We identify the best technology vendors in the HCM technology market and deliver the right technology solutions that streamline your critical business processes.

Basic & Supplemental Benefits

Protect your employees and their loved ones from financial strain when faced with unforeseen circumstances. We can provide you with access to our extremely competitive array of both employer-paid and voluntary benefits including: life insurance, short term and long term disability, vision insurance, cancer/accident insurance, critical illness insurance, and more!

Medicare & Retiree Services

Retirement is something to look forward to, unless you’re unprepared. We help make this transition as smooth as possible by meeting personally with your employees to assist with retirement income planning, helping them select the right Medicare supplement, as well as educating them on other benefit options available during the next season of their lives.

Ready for a plan review to see if we can help lower costs and stress?

Introduce yourself and let us get to work for you and your employees today!

Why DPI Benefits?

What makes DPI Benefits unique is our commitment to be exemplary.

 ex·em·pla·ry ig-ˈzem-plə-rē\ adj

1. Serving as a desirable model; representing the best of its kind.

Our goal is to not only meet our client expectations, but to exceed them providing service that is the best of its kind.

We call this the DPI Experience.

Learn More

Check the background of investment professionals on FINRA’s BrokerCheck.

You deserve a break.

Let us help you breathe a sigh of relief knowing all your benefit needs are taken care of.


Working with us provides you access to our industry-leading tools.


Personalized Retirement Income Statements

Personalized reports for each of your employees to track their progress and take action toward their retirement.

Personalized Benefit Statements

Also known as the hidden paycheck, this is a statement generated for each of your employees to see their total compensation including how much you contribute toward each of their benefits.

Paperless Enrollment and Administration

An easy-to-use online interface that provides a comprehensive solution to all of your benefits management needs.

Retirement Plan Advisory Group

Utilized only by the nation’s elite group of retirement plan advisers, the tools of RPAG will help support you as a plan fiduciary by providing cutting-edge technology for investment analysis, service provider monitoring, fee benchmarking, fiduciary fitness assessments and more.

Custom Managed Retirement Portfolios

Diversified investment portfolios selected based on risk-tolerance that allow your employees to have their retirement assets managed by a professional for a small additional fee.

Affordable Care Act Compliance

We will help you learn exactly what you need to be doing to be compliant. We’ll provide you with all the necessary training and resources and even offer you access to a tool that will complete all of the tracking and reporting requirements for you!

Get the edge on your competition.

Better benefits will help you recruit and retain the best employees.

Retirement Planning Services

A strong retirement program is an essential component of a complete employee benefit package. That’s why we don’t just set up retirement plans, we build holistic retirement programs that accomplish employer objectives and help prepare employees for the future.

For Plan Sponsors: We will assist with every detail of managing your retirement program including:

    • Service provider selection
    • Fee negotiation
    • Fiduciary services
    • Plan design
    • Investment monitoring
    • Employee education

We’ll meet you right where you are and help enhance your retirement program in ways you never knew you could.

For Participants: Saving for retirement can be difficult for your employees. That’s why we take a very personal approach. Our account executives will meet with each of your employees individually to assess their unique situation and help them invest confidently for the future. We even create personalized reports for each employee to track their progress and take action toward their retirement.

Ready to invest smarter?

Fiduciary Support

Being a Retirement Plan Fiduciary is a lot of responsibility.

Don’t expose yourself to unnecessary liability, let us help guide you and your company to fiduciary excellence.

Our highly trained staff and industry leading tools will assist you in both understanding and carrying out your fiduciary duties as the plan sponsor.

Our fiduciary support services include:

    • Fiduciary Education
    • Creating an Investment Policy Statement
    • Service provider comparisons
    • ERISA 3(21) & 3(38) Fiduciary services
    • Fee Benchmarking and Analysis
    • Ongoing Investment Monitoring
    • Leading investment committee meetings
    • Online fiduciary briefcase
    • Fiduciary fitness assessments

If not managed carefully, Fiduciary liability is a major threat to the success of any organization. Don’t allow your plan to be out of compliance and don’t be caught unprepared for an audit.

Let us come alongside you, offer our expertise, and assist you in both efficiently and effectively carrying out your fiduciary responsibilities.


We’ll take care of your benefits, so you can take care of your business.

Group Benefit Plans

Benefits can be complicated. And expensive.
Let us handle the stress and create benefit programs that are right for your company and your employees.

Whether we’re starting from scratch or working with your current plans, we can do an in-depth analysis and offer solutions that will enhance the value of your benefits and the strength of your organization.

Our expertise expands to just about every employee benefit available:

    • Group Medical Plans
    • Qualified and Non-Qualified Retirement Plans
    • Group Dental & Vision Plans
    • Health Savings and Flexible Spending Accounts
    • Group Life & Disability Plans
    • Wellness Programs
    • Group Cancer, Accident, Critical Illness Plans
    • Individual Medicare Supplement policies

Because of our large volume of clients, we can provide you access to our exclusive group rates to offer your employees the best benefits at the lowest cost.

Human Resources Support

We know you’re busy.
And that’s why we’re here to help.

We will serve as an extension of your HR department and give you access to our vast array of HR tools & resources

Here are some of the ways we can help:

    • Benefits training for your Human Resources staff
    • Paperless benefit enrollment
    • Easy-to-use online benefits management tools
    • ACA tracking and reporting tools
    • HR Technology Consulting
    • Payroll, HRIS, & Benefits Integration
    • Employee education and assistance with any benefit plan
    • Automated COBRA Administration
    • Help with regulatory and compliance issues
    • Administrative support for enrollment/claims processing

Our expert staff are just a single phone call away and are eager to help with any issue or question that may arise.
How may we assist you?

Our business is your benefits.

We’ll make sure they’re a breeze.