Retirement Plan Design
Retirement Plan Design

Designing a plan that works for your employees and good for your business.
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.
Our Services Include:

Competitiveness Reviews
Benchmarking your key plan design features vs. industry peers, consultation relating to executive benefits and evaluation of the design of your overall retirement program.
Plan Sponsor Analysis
Periodic review of employer objectives relating to eligibility
and employer contributions, along with ease of administration

Design Augmentation
Review the use of “auto” provisions, loans and other variables which when used properly, can help give participants a better chance of retirement success.
RETIREMENT RESOURCES
We've gathered a handful of useful articles, calculators and videos that will help you navigate the steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.