Plan Design

Businessman using a tablet


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