COMPANY BACKGROUND
Devlin & Hale Associates, Inc. (DHA) is an employee benefits consulting and
administration firm dedicated to providing the highest quality services to our
clients. For its clients, DHA designs, installs, communicates, and administers
401(k) plans, pension plans, profit sharing plans, and 403(b) plans. Although
DHA specializes in meeting the needs of small, closely held businesses, its
clients range from small local businesses to larger multinational corporations.
Since 1983 DHA has offered full-service employee benefits consulting,
communication, and administrative services to a broad range of companies:
medical corporations, retail firms, manufacturing companies, accounting firms,
law firms, architectural firms, financial institutions, non-profit
organizations, and many more. Working with your legal and accounting team, DHA
will provide the leadership and back-up support your business demands in
establishing, communicating, and maintaining your plan.
Local consulting and communication services are the centerpiece of a successful
plan. When DHA is engaged to work with your company, the first step we take is
to discuss your objectives, workforce demographics, cost considerations, and
employee needs and expectations. We conduct a feasibility study that will help
determine which plan design best meets your needs. This feasibility study acts
as a blueprint for conferences with company officers and your legal and tax
advisors in finalizing the plan. f experienced professionals will be assigned to work with your
company on this engagement. Your team will consist of a Consultant and Account Executive.
In addition, an alternate Account Executive will also be assigned to handle instances when you are unable
to reach your primary Account Executive. The assigned alternate Account Executive will be familiar with
the operation of your plan and would be able to assist you.
BENEFITS TO YOUR ORGANIZATION
- The assurance that your plan is in compliance
- Smooth and orderly administration of your plan
- Complete documentation to protect your deductions
- A positive vehicle for attracting and maintaining good employees
- A managed fiduciary liability program
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