Our Difference

Why use Donohue Feiman as your TPA?

We are different from many of our competitors for the following reasons:

We Are Here to Serve You: We understand that when it comes to your retirement planning needs that your options of service providers are vast.  However, there is also a vast difference in the quality of customer service that you will receive from these difference companies.  At Donohue Feiman Retirement Plan Services, our team strives every day to bring the highest level of service to our clients.  We know how frustrating it is to receive poor service and so we make it our priority to serve with excellence those we do business with.

We Represent You NOT the Investment Provider:  One of the best reasons to work with a completely independent Third Party Administrator is that we represent our clients and our clients only.   Being independent,  we do not have any demands or pressures to sell you certain investment products.  While we may on occasion make recommendations to certain companies that we like to work with, we do not represent any other companies.

We Value Education: Not only do we pride ourselves as being experts in the area of Qualified Retirement Plans, but we feel that it is important that you as the client are fully aware of all of the options available to you when it comes to your retirement planning.  In order to make sure this happens, we invest heavily into educating both the financial advisors and the plan sponsors that we work with.   We offer live and on demand workshops, video lessons, customized illustrations, a quarterly newsletter as well as a mobile app that will keep you current on anything you want to know about qualified plans.

We Customize Our Service to Accommodate Special Situations: There is no such thing as a “one size fits all” when it comes to your retirement plan.  Because of this, each of the plans that we do will be fully customized to perfectly fit your business needs and goals.  Our technical experts will walk you and your advisors through through the plan design process, resulting in a retirement plan that will out preform any “generic” plan.  We will even review your plan and make changes to the plan document as the demographics of your business changes.

We Demand Efficiency: We strive every day to bring you as much value as possible.  One way that we are able to do that is to make sure that we are operating as efficiently as possible.  We do this by continually evaluating our systems to make sure that we are saving you as the client the most time, money and hassle possible when doing business with our firm.  We know that people are extremely busy and so we invest into technologies such as electronic signatures, e-payment, client portals, streamlined illustrations, flexible documents and more.

We Strive for Excellence: Finally, we know that unless we do an excellent job in our planning and administration services for our clients, that the previous areas will not matter.  Therefore, we strive to do everything that we touch with the highest level of excellence.