ERISA Plan Trustees

DHR helps its Trustee clients manage portfolios in retirement plans. If you serve as a trustee of such funds, you manage wealth that belongs to others and are charged by agreement, law and ethics to work competently and exclusively for the benefit of the beneficiaries. Both financial and legal liabilities attend this role. If you are a retirement plan trustee or sponsor, DHR can help you with prudent and proven investment strategies for such plans.

We understand that good management of costs is important and that many costs can be hidden. DHR always commits to transparency, discovery and disclosure, and dedication at all times to the interests of beneficiaries of the plan. We educate participants in investment selection, guide employers in plan selection and design, assist employers in selection of professionals when needed, and coordinate the various aspects of plan life.

Additional Information:
Fiduciary Conduct and Role of Counsel