PLAN SPONSOR SOLUTIONS
IS YOUR PLAN COMPETITIVE?
Helping is kind of our thing.
Our Plan Sponsor Solutions
Tailored support to help plan sponsors strengthen their retirement plans, manage responsibilities, and support their employees.
How We Support Local Employers
DMI offers comprehensive expertise across the retirement plan landscape including 401(k), 403(b), defined benefit, and deferred compensation plans to help employers design and manage plans that align with their goals.
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How We Support Local Employers
DMI offers comprehensive expertise across the retirement plan landscape including 401(k), 403(b), defined benefit, and deferred compensation plans to help employers design and manage plans that align with their goals.
The DMI Plan Sponsor Experience
With more than 25 years of experience serving West Texas communities, DMI has built a foundation of expertise, local trust, and hands-on support. Our team combines deep industry knowledge with a personal, community-focused approach to help plan sponsors strengthen their retirement plans and better serve their employees.
See How We Can Help
Take a quick look at the retirement plan support we offer for local businesses. With 25+ years of experience, our team knows how to make things simple and clear.
Tell Us What Matters to You
Every business is different. Share a little about your goals, your team, and what you’d like to improve, helping is kind of our thing.
Work with a Local Team You Can Count On
We’ll handle the details, help you meet your fiduciary obligations, and make sure your plan is set up for long-term success.
Our Process
Our Personalized Approach
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Fiduciary Solutions
We partner with an independent 3(21) and/or 3(38) fiduciary to help reduce your administrative responsibilities and fiduciary risk under ERISA and DOL regulations.
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Asset Allocation
We build diversified investment lineups designed to balance risk and return, giving participants a range of options to fit their retirement goals.
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Fee Benchmarking
We regularly review plan fees to ensure they remain competitive and appropriate for the services provided, while also delivering ongoing education to keep sponsors informed
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Fiduciary Solutions
We partner with an independent 3(21) and/or 3(38) fiduciary to help reduce your administrative responsibilities and fiduciary risk under ERISA and DOL regulations.
Our Personalized Approach
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Asset Allocation
We build diversified investment lineups designed to balance risk and return, giving participants a range of options to fit their retirement goals.
.png)
Fee Benchmarking
We regularly review plan fees to ensure they remain competitive and appropriate for the services provided, while also delivering ongoing education to keep sponsors informed
Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
Meet the Team
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Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Contact Us
wealth@dmi.solutions
Office: 325-235-1718
Fax: 325-235-8221
110 East Broadway Street
Sweetwater, TX 79556
Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
DMI Wealth Management & Insurance Solutions, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Investment advisory products are offered through Mutual Advisors, LLC DBA DMI Wealth Management & Insurance Solutions, a SEC registered investment adviser. Insurance services are offered through D-Mac Services, LLC, an insurance agency. Mutual Advisors, LLC and D-Mac Services, LLC are not affiliated companies.
DMI Wealth Management & Insurance Solutions, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional.
CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP® (with flame logo) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.