Retirement Plan Investing
A New Level of Value
Disciplined Investment provides a higher level of service (we serve as a 3(38) fiduciary) at price points that tend to be significantly lower than typical plans. Our price advantage is mainly achieved by investing in low-cost index funds.
We raise the bar on retirement plan investing to a higher standard by providing:
Moreover, we are guided by a Best Practices Advisory Board comprised of retirement plan experts from around the country.
Larry Stein is a Qualified Plan Financial Consultant and an Accredited Investment Fiduciary (AIF®).
Serving Retirement Plans as a