Broker Check

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

<p>Split Annuity Strategy</p>

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn More
<p>Infographic: Whole Life Insurance Can Be an Essential Piece</p>

Infographic: Whole Life Insurance Can Be an Essential Piece

You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Learn More
<p>Does Your Portfolio Fit Your Retirement Lifestyle?</p>

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
Learn More

Download "Retire Happy," Our Complementary Ebook!

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."