Plan Design

We take the time to understand your objectives and design a retirement plan program that provides your employees with the greatest value and, to the extent possible, reduces your administrative responsibilities.

Specific areas we focus on include:

• Employer contribution strategies
• Evaluation of qualification and eligibility issues
• Compliance with legislative changes
• Support services to help simplify plan administration
• Optimal use of safe harbors, such as 404(c) and QDIA
• Comparative-Analysis Studies to determine the most efficient type of plan to adopt
• Cross-tested 401(k) plans, cash-balance and defined benefit plans