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PLAN SPONSORS/EMPLOYERS

As an employer, are you looking for strategies that benefit your employees as well as your company? The DaVinci team works with you to balance your employee benefits with the financial goals of your firm. We support the full spectrum of your company's financial and employee benefit needs.

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Let us help you answer questions such as:

  • Are we maximizing our Employee Benefit Plans?

  • Do I have the most effective retirement plan design?

  • Can we be doing more to retain senior leaders?

  • How can we minimize our firm's tax obligations?

  • Can we improve the effectiveness of our employee benefits given our firm's budget?

Retirement Plan Services

Whether your business needs comprehensive retirement plan consulting or a fee or service arrangement, DaVinci's team of specialists can help you simplify administration and improve operational efficiency of your retirement plan.

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Investment Due Diligence

  • Investment line-up and design

  • Investment monitoring

  • Fund manager search

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Plan Design

  • Plan design consulting

  • Vendor search

  • Vendor management

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Fees & Expenses

  • Vendor fee and service benchmarking

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Fiduciary Management

  • Fiduciary process assessment

  • ERISA checklist and calendar

  • Legislative/regulatory updates

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Provider Liaison

  • Transition services

  • Vendor management

  • Issue resolution

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Plan Education

  • Education programs

  • Enrollment and education meetings

  • Education policy statement development

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Davinci Capital Management, Inc.

info@davincicm.com

©2022 by Davinci Capital Management, Inc.. 

The information on this web site is for information purposes only. It is believed to be providing accurate information, but DaVinci Capital Management, Inc. does not warrant its completeness, timeliness, or accuracy. Nothing on this web site should be construed as a solicitation or offer or recommendation to acquire or dispose of any security or financial instrument or to engage in any other transaction. The information on this website is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. The information and materials contained in this web site, and the terms and conditions of the access to and use of such information and materials, are subject to change at any time without notice. DaVinci or its suppliers may discontinue or make changes in the information, products, or services described herein at any time without prior notice to you and without any liability to you. Any dated information is published as of its date only, and DaVinci does not undertake any obligation or responsibility to update or amend any such information. DaVinci reserves the right to terminate any or all web site information, offerings, or transmissions without prior notice to the user. Furthermore, by offering this web site and information, products, or services via this web site, no distribution or solicitation is made by DaVinci to any person to use this web site or such information, products, or services in jurisdictions where the provision of this and such information, products, or services is prohibited by law. Securities are offered and sold through registered representatives of DaVinci Capital Management, Inc., member FINRA/SIPC/MSRB.

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