Invested in Your Success

We help plan sponsors turn a typical retirement plan into a powerful, high-impact benefit—without adding to your workload. Our team limits your fiduciary risk, delivers white-glove service to your employees, and brings custom investment strategies typically reserved for high-net-worth clients.

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Fiduciary Partnership for Plan Sponsors

You are legally liable to act as fiduciary for your company’s plan, but you don’t have to face the pressure alone. We serve as a 3(38) discretionary asset manager, the highest level of fiduciary. We can reduce your fiduciary obligation of investment decision making, alleviating your plan’s investment liability and supporting you through training, monitoring, and risk identification.

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Exclusive Investment Strategies

We guide your employees toward strong long-term returns and lower downside risk, focusing on what they need most: security, income, and growth. Your team will gain access to Donaldson’s exclusive investment offerings, including Rising Dividend Cornerstone, a signature strategy designed to provide durable, growing income over time—supporting employees in planning for a more secure and financially confident retirement.

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Promote Confidence in Retirement

Many employees aren’t sure if they’re saving enough or investing wisely for retirement. We close that gap with personalized financial planning—from on-site enrollment to one-on-one guidance—so they can make more confident, informed decisions about their future.

The Process

Custom Plan Design

Custom Plan Design

We’re here with you every step of the way—working together to untangle past plans, navigate regulations, and overcome corporate challenges. Our goal is to bring clarity and create a retirement plan that truly supports your business and the people who make it thrive.

Enrollment & Engagement

Enrollment & Engagement

Retirement plans can be confusing—we’re here to make them clear. From day one, we connect with participants, guiding each individual through a seamless investment setup and the start of a lasting partnership. 

Partnership & Education

Partnership & Education

Beyond enrollment, we stay connected keeping you up to date on what's working across the industry—while giving your employees the tools and education they need to make confident decisions now and down the road.

We're here to help. Reach out anytime to explore your options.

We'd love to hear from you.

General FAQs

Are you a fiduciary?

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Yes. DCM has a fiduciary responsibility, meaning that we are always focused on your best interests. We are in your corner.

What should I expect in fees?

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You can expect two separate fees: one from us and one from the plan’s recordkeeper. Our fee is one rate based on the market value of assets under our care—it adjusts as the plan balance changes. The recordkeeper also charges a separate fee for their administrative services. We’re committed to transparency, so you’ll always know what you’re paying and why. 

Is my plan firm once it is built or can it change?

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Yes, your retirement plan can be updated over time. As your company’s needs change, we can adjust plan features—like investment options or employer contributions—to keep it aligned with your goals and regulatory requirements.

What happens once my company's retirement plan is in place?

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Once your retirement plan is in place, we stay connected with you and your employees—providing financial education, plan monitoring, and regular reviews—to ensure it stays aligned with your goals and continues to meet fiduciary standards.

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