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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>Does Your Portfolio Fit Your Retirement Lifestyle?</p>

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.
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Download "Retire Happy," Our Complementary Ebook!

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