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