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Mitchell & Company Business Services
Achieving Your Business Goals
D. Mitchell & Company is a Registered Investment Advisor and financial services firm operating in New York City. We were established as an alternative to what consumers and businesses had available to them in the financial services marketplace. At that time and today the industry is saturated with product offerings but starving for knowledgeable and objective advice.
For small business owners, we have knowledgeable advisors that solve the issues of both the employer and the employees. We have established a team that sees it as a mission to positively impact your organization’s profitability, workforce productivity, and compliance issues. We do this by directing our efforts fully across the design, management, and administration of your plans.
For our corporate clients we provide the following services:
Retirement Services
Our goal is to be a full-service provider of all aspects of your retirement plan program. In order to achieve this we have established a highly experienced team, with strong plan provider relationships that allows us to work very confidently as an advocate for your retirement planning needs. Many companies have seen this as an opportunity to position their HR staff in strategic decision-making and away from administrative duties. This directly impacts your company’s profitability and workforce productivity.
Services Offered
- 401k plans
- Non-Qualified Plans
- 403b Plans
- SIMPLE / SEP Plans
- 457 / 401a Plans
- Deferred Compensation Programs
- Profit Sharing Plans
- Rollover / Roth IRA
- Defined Benefit Plans
Plan Sponsor Support
When we consult with you on your retirement plan needs we believe we take the complexity out of the issues and decisions and deliver it in a simple format. The format summarizes all of your decisions into three categories: cost, performance, and service. You determine the priority and weight you place on each area. This criterion is a basis for what plan providers fit best into your organizations needs. Our goal is to become a partner of your employee benefits department. We are confident we can provide all of the related services necessary to give you personal and flexible support. We are not beholden to one plan provider or one benefit strategy. We work hard for what you want to create in a workplace program.
Participant Support
We maintain a strong focus on participant education . We work with you to educate your employees during the enrollment process and throughout their time with your organization. A unique enrollment process is implemented that involves both a group session and one-to-one employee meetings with a financial consultant. We provide substantial instruction to help participants make sound choices towards their retirement planning objectives. It is clearly evident that an employee that understands the benefits offered is more productive and recruiting and retention initiatives of your organization are supported.
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Benefits Services
At D. Mitchell & Company we have put together a benefits services team that helps you address cost containment, as well as other important healthcare issues. Our team of trained, experienced consultants will design, manage, and administer a benefits plan uniquely suited to your business.
Services Offered
- Group Health Plans
- Dental Plans
- Vision Plans
- Group Life Coverage
- Long-term Disability Insurance
- Short-term Disability Insurance
- Long-term Care Insurance
- Voluntary Benefit Programs
- Sec. 529 Plans
Plan Sponsor Support
Our goal is to become a partner of your employee benefits department. We are confident we can provide all of the related services necessary to give you personal and flexible support. We provide an annual strategy and service meeting. We are not limited to one plan provider or one benefit strategy, and are dedicated to creating what you want in a workplace program.
Participant Support
We maintain a strong focus on participant education. We work with you to educate your employees during the enrollment process and throughout their time with your organization. Each year, we provide a financial education program for your employees. In addition, one of our financial advisors will provide on-site consultations at your request. When employees understand the benefits offered, they are more productive, and that helps with your organization's cost containment challenges. Our staff is uniquely qualified to provide that understanding and show your employees how your benefits program meshes with their personal financial needs.
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Educational Services
Many employers today are looking for innovative ways to attract, retain, and reward productive employees. Studies have shown that money is not the primary criteria employee’s use in deciding where they work. D. Mitchell & Company has put in place many services that aid in giving organizations added benefits for their employees. This is where our educational services group makes its greatest impact.
Program Goals
- To both educate and motivate employees to improve their financial situation
- To provide a resource for the participants to take action, since advice only matters if it is implemented
- To make your employees more productive by helping them understand the control they can have over their financial situation
- To help you retain productive employees
Selected Topics
- Reaching Your Financial Goals
- Estate Planning Strategies
- Planning for Retirement (coming soon)
- Education Planning (coming soon)
- Tax Strategies (coming soon)
- Tax Treatment of Long Term Care
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Executive Compensation
Every business has key people who drive its success. How do you reward and retain them? Our executive compensation planning can assist you in designing an effective compensation program to reward your key employees for their contributions to your success and more importantly, to help retain them in to the future. This custom designed compensation plan will allow you to reward your key people in ways they will most appreciate, while keeping your costs manageable.
Non-Qualified Deferred Compensation
Supplemental Employee Retirement Plans (SERP)
SERPs allow key individuals selected by you to defer a portion of their compensation to meet their financial goals such as retirement. SERPs can be used by highly compensated individuals that have reached their maximums, or been excluded from your qualified plan, yet have a desire to save additional dollars for retirement or other long-term goals.
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“Our integrity, building your dreams.”
