OUR APPROACH

Our Streamlined Process

Choosing a workplace retirement plan involves decisions about your business, your employees, and the future you want to prepare for.

Explore Our Process ↓
Start a Conversation →

Clear Steps. Personal Attention.

At DiMatteo Group Financial Services in Connecticut and Florida, we help you work through those decisions with a clear process. We begin by listening, explain the considerations along the way, and help you understand what comes next.

1. Understand Your Business and Priorities

Our first conversations focus on you and your organization.

We discuss your business, workforce, current retirement arrangements, and the goals you want a plan to support. We also explore your available resources, questions, and the responsibilities your team can manage.

Together, we identify your principal needs and prioritize short- and long-term goals. That understanding provides the foundation for evaluating options.

2. Prepare and Review Proposals

Based on what we learn, we request proposals from providers we believe may be appropriate for your needs.

We review the available choices with you, discussing plan features, services, expenses, and responsibilities. We make room for questions and help clarify differences that may affect your decision.

The aim is to help you understand each proposal in the context of your organization’s priorities.

3. Confirm the Decision and Next Steps

Once you select an arrangement, we help you work through the initial paperwork and submission requirements.

We discuss the steps ahead, identify the people involved, and clarify what information is needed from your business. Implementation timing depends on the selected providers, plan requirements, and completion of the necessary information.

4. Coordinate Plan Implementation

During implementation, we assist with plan-design decisions and help coordinate information with the plan’s service providers.

We help you understand requests, identify outstanding questions, and prepare for the plan to begin operating. We also discuss employee communication and how participants will receive enrollment information.

Each provider’s responsibilities and those retained by your business should be clear in the applicable agreements.

5. Continue the Conversation

Once the plan is operating, we remain a resource for questions and decisions within the scope of our relationship.

For Business Owners and Plan Sponsors

We review the plan’s service providers and meet with you annually to discuss the arrangement, your priorities, and questions that need attention.

Changes in your workforce, business, or goals can also prompt a conversation between scheduled reviews.

For Employees

We provide opportunities for employees to learn about the plan and ask questions through group and individual meetings.

The education, meeting arrangements, and individual guidance available depend on your employer’s agreement. Any separate personal advisory services should be explained before they begin.

A Relationship That Grows with You

Our process gives the work structure. Personal attention keeps it connected to your circumstances.

As a multigenerational, family-owned firm, we understand that business and financial priorities evolve. We strive to be someone you feel comfortable calling when a new question arises.

Let’s Begin with What Matters to You

Tell us about your business, your employees, and what you hope to accomplish.

We will listen, explain how we may be able to help, and discuss a practical next step.

DiMatteo Group Financial Services | Connecticut and Florida
A family firm. Guidance for generations.

Start a Conversation