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