You want the best for your employees. But a great plan that attracts and retains loyal employees should also reduce your administration responsibilities, minimize fiduciary liability and improve plan participation and deferral rates. We can help you design the plan that achieves your company's needs and objectives.
Benchmarking your key plan design features vs. industry peers, consultation relating to executive benefits and evaluation of the design of your overall retirement program
Periodic review of employer objectives relating to eligibility and employer contributions, along with ease of administration
Review the use of “auto” provisions, loans and other variables which when used properly, can help give participants a better chance of retirement success
Split Annuity Strategy
Infographic: Whole Life Insurance Can Be an Essential Piece
Does Your Portfolio Fit Your Retirement Lifestyle?
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complementary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."