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Business & Organizations

Creating Successful Retirement Plan
Outcomes, Nationwide

We are a leading provider of retirement plan consulting services that help companies, and their employees reach their highest potential. Every day we strive to deliver highly personalized solutions, backed by unwavering ethical standards, that help empower plan sponsors to meet fiduciary obligations and position participants for financial wellness.

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Your Concerns,<br/> Our Focus

Your Concerns,
Our Focus

You face a variety of concerns with regards to your retirement plan. We work with you to address any number of issues that may be on your mind.  

  • Complying with retirement plan regulations  
  • Adhering to fiduciary responsibilities  
  • Paying reasonable fees  
  • Offering competitive funds  
  • Preparing participants to retire when you need them to retire 

Retirement Services

Fiduciary Support

Fiduciary Support

Comprehensive and ongoing fiduciary guidance, training and support to mitigate potential liabilities.

Investment Analysis

Investment Analysis

Proprietary fund ranking system that aims to enhance outcomes, manage risks and reduce fiduciary exposure.

Courageous Plan Design

Courageous Plan Design

Plan design assessments that strive to increase an employer’s benefits return on investment (ROI) while striving to enhance participant retirement outcomes.

Fee Benchmarking

Fee Benchmarking

RFP driven process to ensure apple-to-apple comparisons and to help maximize a plan’s negotiating leverage.

Target Date Fund Consulting

Target Date Fund Consulting

Advanced risk-based suitability process to identify a “best-fit” target date fund series that is right for your plan.

Employee Engagement

Employee Engagement

Highly customized plan participant content structured to help optimize outcomes and increase financial wellness.

Our Technology

Through our membership with RPAG we have access to their proprietary tools and services to meet the needs of our clients, e.g., proprietary investment due diligence, target date fund suitability, provider benchmarking and fiduciary compliance processes.  Below is a list of some of the technology available.

Investment Scorecard System

Created to score funds based on multiple criteria commonly used today by institutional investors and money managers.

Fiduciary Briefcase

Comprehensive and ongoing fiduciary guidance, training, and support to mitigate potential liabilities.

Provider
Analysis

The identification and selection of potential providers is based upon matching your plan goals and objectives with the capabilities and expertise of the providers. 

Stable Value Analyzer

As a fiduciary, it is important to analyze the different aspects of a stable value fund rather than just mere returns.

MPI Stylus Web

A data modeling software company that provides analytics and reporting capabilities.

PlanFees

A better way to benchmark retirement plan fees.

PlaNavigator

Is technology developed to help retirement plan committees construct the most effective plan design for their employees based on their needs and plan’s objectives. 

TDF Analyzer

Given the importance of this unique asset class, fiduciaries must take the necessary steps to ensure proper selection, due diligence and documentation.

WellCents

A a guidance based, beginning to end retirement solution to help employees create confidence in their financial life.

Venrollment

A central hub for all the knowledge participants need about their retirement plan benefits. 

Fiduciary Fitness Program

Comprehensive and ongoing fiduciary guidance, training, and support to mitigate potential liabilities.



What Makes us Different

Exposure

Dunbar Associates has the technology and resources to work with a variety of plan types, sizes and industries.

Access

Our scale provides access to industry resources that other advisory firms may not provide. This allows us to dig deeper and to negotiate superior provider services and fees.

Experience

Our professional staff is highly credentialed and experienced. We apply our deep knowledge, creative thinking and industry experience to deliver more value to our clients.

Resources

Our significant resources that allow us to build proprietary tools and services to address the needs of our clients.

Results

We are not glorified report readers. We deliver services and solutions that aim to increase the ROI of your benefits program while striving to enhance participant retirement outcomes.