DAI Financial – Employer Retirement Plan Consulting

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Jonathan B. Muench, Retirement Plan Advisor & Consultant
Lynette Filler, Client Service Specialist

DAI Financial is a financial services firm specializing in consulting and advisory services for employer-based retirement plans, including 401(k), Profit Sharing, 403(b), Defined Benefit, and Deferred Compensation programs.  We provide you with sound guidance and insights that help you offer a valued benefit to your employees:  A top-level retirement savings plan.

Our services:

  • Fiduciary Support for Business Owners and Plan Trustees
  • Investment Monitoring and Trustee Advice
  • Vendor Evaluation, Selection, and Monitoring
  • Plan Design
  • Employee Education
  • Legislative Review
  • Fee Benchmarking

For more information please contact Jon Muench at 206-223-4533/800-488-8277 or jon@daifinancial.com or visit www.daifinancial.com.

                   

Jon Muench offers securities and Advisory Services through KMS Financial Services, Inc.

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