Services

Group Retirement Benefits

401(k) Qualified Retirement Plans

With a focus on 401(k) plans, the J&D Retirement Plan Practice will partner with you to create and manage a successful retirement program. We accept and embrace our role and legal responsibility as a 3(21) fiduciary investment advisor. We are accountable to our clients and cultivate mutually respectful partnerships with our service providers. We steward clients’ qualified plans from strategy through execution.

Led by Virginia Sutton, QKA, QPFC, who has been with Johnson & Dugan since 1996, the team provides clients with:

  • Solutions that will scale with clients’ growth or downsizing
  • Out-come and operationally appropriate plan design recommendations
  • Creative and customized participant education and communications
  • Holistic investment advice
  • Strategies to manage compliance and litigation risk with procedural prudence and fiduciary training
  • Tracking compliance requirements

The team’s experience and expertise enable the 401(k) fiduciaries to make better informed policy decisions and support those who administer the 401(k) to more efficiently and effectively execute and implement policy decisions and goals.

Virginia has conducted multiple RFP projects, service provider conversions, M&A integrations, trustee and fiduciary plan review meetings, fiduciary trainings, board presentations, group and one-on-one participant education. She also has expertise with the unique challenges of a 401(k) plan with a globally mobile workforce.

Please contact us to learn how we can align your 401(k) plan with your wider benefit goals and help your participants achieve retirement readiness.

Our clients value our partnership. The median tenure of our 401(k) clients is over 11 years.
Johnson & Dugan

CA Insurance License 0649686. Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC, and Johnson & Dugan Insurance Services Corporation are separate and non-affiliated companies. All J&D email communications are HIPPA Security Compliant and accessible through the J&D secure email messaging center.

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Contact

650.266.9700 | info@johnsondugan.com

Johnson & Dugan
390 Bridge Parkway, Suite 200
Redwood City, CA 94065

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