Retirement Plan Services for Businesses

Chart a Better Way Forward

For Your Plan and Your Employees.

To get your employees where they need to be for retirement, it takes a carefully plotted course. Considering the pressure of expanding legal obligations combined with the fact that Americans are far less financially prepared for retirement than ever before, there’s a lot of responsibility for a plan sponsor to navigate on their own.

As your partner, we take on that burden with you. Together, we can create a path forward that considers every angle, for every stakeholder, guiding the plan toward generous returns and fewer risks. Our focus on security, income and growth, in that order, seeks to ensure that every employee is on their best route forward to retirement and financial freedom.

Navigate Every Step of the Journey

Retirement isn’t a set path. Planning for what’s ahead and what’s best for your employees takes a well-thought-out route. Explore some of the big questions you may face while mapping what’s to come.


ARE my employees and I on the right path to a successful retirement?

Retirement means something different to everyone. And as the plan leader, it’s difficult to find a route that works in every stakeholder’s best interest. Part of that responsibility, too, is making sure you aren’t satisfied with the status quo. There are plenty of options that seem good enough, but how does their performance really compare? And their security?

With our long-term approach and rising dividend strategy, we produce steady, generous results for our clients, no matter the financial climate. While there’s no one right path, we believe we are the partner that can help get you where you want to be.
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AM I fulfilling all my fiduciary duties for my company’s retirement plan?

To figure out your realistic retirement timeline, we need to get on the same page about your next-stage essentials. Beyond your current income sources and savings and how long you plan on working, we want to know how you picture your future lifestyle - which can be tricky to define before it actually starts. Some clients want to live more simply while others want to begin a new, big stage. Some seek stability while others crave change. Whichever way you lean, we are here with guidance and support so that you are covered when it’s your time to take the next step.
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WHAT is my legal responsibility to my employees as mandated by the Department of Labor?

The unknowns and potential costs of support for your parents can be daunting. So, before drafting the plan for your investment, we want to know what your current household looks like and your concerns around getting everyone covered and comfortable, in every scenario. One way we do that is working to ensure your investment produces steady and generous income, for the long term. With our rising dividend approach, we generate reliable results while still prioritizing security, so you can adapt to and find peace of mind in any given situation.
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HOW can Donaldson help alleviate the burden of my fiduciary responsibility?

Before we finalize your plan, we want a look into how you envision your future day-to-day life. We’re not looking into how you will spend your money, but what you will do with your time. We want to know your expectations from the get-go, so we can plan accordingly, and help you get in the right mindset too. Are there things you haven’t been able to do? Will you take on a second career? Whichever path you take, we work so that you are able to live at ease in your next stage, confident your investment will support you.
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IS my company’s retirement plan effective enough to retain and recruit new employees?

Americans are more dependent on their company’s retirement plan than ever before. So, a plan that emphasizes security, income and growth - in that order - stands out to employees and prospects. With our hands-on approach and long-term mindset, we offer a unique take on retirement planning. Our steady and generous results keep employees satisfied, and prospects interested, in the direction their retirement plan is moving.
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HOW can I further involve my employees in their retirement planning and education?

We believe it’s important for employees to be educated about their plan and what it means for their future retirement. Every plan member will have access to DCM University, a library of assets and tools on all things financial planning. Plus, we are on hand to onboard the entire group, so that everyone is satisfied with their plan from the beginning.
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WHAT level of service and investment management should I expect to receive?

At Donaldson, we are with you through every step of your retirement planning journey. It’s important to us to really get to know you and your business from the start, so we can guide your plan with in-depth knowledge of where you’ve been and where you’re heading. Our experts work together as your team, through every milestone and smaller waypoint, so you feel confident and at ease in every decision we make.
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WHAT are the first steps to making a change to my company’s retirement plan?

Before you switch your retirement plan to us, we want to talk through your expectations and your objectives. It’s helpful to get deep into the details upfront so that down the road every stakeholder knows what to expect. Our onboarding process is thorough, but once we both feel confident in our understanding of each other’s goals, we will get to work for your plan. Don’t think this will be our last touchpoint, though. We like to work closely with our plan sponsors to make sure everyone is on the path to where they want to be.
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Today’s Retirement Baseline


The staggering percentage of Americans that aren’t saving enough for retirement.


The percentage of workers that reported having less than $25,000 saved for retirement.


Half of Americans rely on their employer-sponsored retirement plan to be their primary source of retirement income.

The Donaldson Way

When it comes to retirement plans, we take a wealth management approach for you and your employees, with unique investment options and ongoing financial wellness. In each life stage, many new paths will emerge, and we work to ensure that, in each, you and your employees feel financially secure. By founding our investment strategy on a dividend-based approach, we pursue security, income and growth, in every financial climate. Working together, we seek to produce steady, reliable results for the long term, so you and your employees can set your sights on whatever path you choose.

What It’s Like Working With Us

As your partner, we are with you through every step of managing your retirement plan. Here’s what you can expect as you start your journey with us.

RPS Up Close Brochure

Dive deeper into who we are and how we get things done for you.

Questions To Ask An Advisor

How can you know we are the right partner for your retirement plan? We’ve prepared some questions to help you find the best fit for your needs.