Group Retirement
Product Wholesalers
sales@dp401k.com
877.791.8900 Toll Free
655 Metro Place South
Suite 600
Dublin, OH 43017

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Proposal Request Form (PRF) – Fill out this one page form to request a customized proposal for your client:

PRF - The Guardian ChoiceSM – plans with assets greater than $1 million
PRF - The Guardian Advantage® - plans with assets less than $1 million

If you need to discuss your proposal, please call 877.791.8900 Toll Free 

Producer Brochure “Solutions for Qualified Retirement Plans” – information about The Guardian ChoiceSM and The Guardian Advantage® along with the flexibility and choices they offer financial professionals, plans sponsors and their employees. 

401k Toolbox QDIA Brochure – read about the benefits Plan Sponsors can receive by offering a Qualified Default Investment Alternative (QDIA). 

Guide to Fiduciary Responsibility – an easy to understand guide for Qualified Retirement Plan Fiduciaries. 

Annual Plan Review & Due Diligence Checklist – provided to help facilitate your client’s annual plan review. 

A Plan Fiduciary’s Guide to Investment Policy Statements – use this guide to help your clients draft their plan IPS. 

Fairway Wealth Management, LLC – this 2-page overview highlights information about  independent registered investment advisor, Fairway. 

The Guardian ChoiceSM Quarterly Investment Report – an example of the quarterly investment report Fairway provides, free of charge, to plan sponsors to assist in their fiduciary obligation to monitor plan investments. 

The Guardian Advantage® Quarterly Investment Report – an example of the quarterly investment report Fairway provides, free of charge, to plan sponsors to assist in their fiduciary obligation to monitor plan investments.

 

 

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